Year to date
Discrete annual performance
Performance (%) as at 31.08.2021
Past performance is not a guide to future performance.
Source: Lipper and BMO. Basis: Percentage growth, total return, bid to bid price with net income reinvested in sterling. Basis in accordance with the regulations of the Financial Conduct Authority.
Stock picking is the key driver of portfolio composition with only those companies in which the manager has a high degree of conviction warranting a position in the portfolio. Typically the portfolio is comprised of around 185 holdings including around 10 fund holdings targeting those markets where BMO does not have dedicated in-house smaller company expertise.
Aberdeen Standard SICAV I Japanese Smaller Companies
Pinebridge Asia ex Japan Small Cap Equity
Eastspring Investments Japan Smaller Companies
Scottish Oriental Smaller Cos Inv Trust
Utilico Emerging Markets
Schroder ISF Global Emerging Markets Smaller Companies
HSBC GIF Asia ex Japan Equity Smaller Companies
Jefferies Financial Group
As at 31 August 2021
How to invest
Invest with BMO
BMO offer a range of cost-effective savings plans designed to make it easy for you to invest in our range of funds.
Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want.
There are no dealing charges on investments made online or through a monthly direct debit.
Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.