Multi-Asset investing for sustainable returns
Multi-Asset investing for sustainable returns

BMO Sustainable Multi-Asset
Income Fund

Investors today want both positive investment returns and positive change for the world we all live in. At BMO Global Asset Management, our expertise enables us to offer you the best of both worlds.

The BMO Sustainable Multi-Asset Income Fund is designed to offer investors reliable distribution payments together with scope for capital growth through an actively and responsibly managed Multi-Asset portfolio.

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

The fund at a glance

Actively managed Multi-Asset portfolio

A blend of traditional and alternative assets

Aiming for two distributions per year

Sustainable approach to investment

Asset Allocation

Government Bonds Liquidity - Sustainable Credit - Sustainable Equity - Alternatives - chart

“Our aim is the best of both worlds: to meet your investment goals and to make a positive contribution to a more sustainable world.”

Simon Holmes, Director, Multi-Asset Solutions

Building the solution

The portfolio draws on multiple layers of expertise and resource including our Multi-Asset, asset class and responsible investment specialists. Our Multi-Asset team works to ensure that the fund is best positioned from both strategic (long-term) and tactical (short-term) perspectives.

 
The fund is managed with a ‘Avoid, Invest, Improve’ philosophy

Investment philosophy for BMO Sustainable Multi Asset

Avoid

Avoid assets with damaging or unsustainable business practices

Invest

Select assets that make a positive contribution to society and the environment

Improve

Encourage best practice management of ESG issues through engagement and voting

Investment Process

Investment process for BMO Sustainable Multi Asset

Our history of innovation 

For 35 years, BMO has been innovating and building a growing range of ESG orientated and client focused solutions

35+ years of investing responsibly

A+ Rated for strategy and governance by UN Principles for Responsible Investment

20+ years of Engagement activities

€5.8bn under management in ESG specialist funds (30 Sept 2020)

2020

Launch of ESG Exchange Traded Strategies

Launch of BMO SDG Engagement Global Equity Fund and BMO Sustainable Multi-Asset Income Fund

2018

Launch of BMO Responsible Euro Credit Portfolio

2016

Launch of Green Bond Strategy

2015

Launch of BMO Sustainable Opportunities Global Equity Fund

2010

Launch of BMO Responsible Global Emerging Markets Equity Fund

2007

Launch of BMO Responsible Sterling Corporate Bond Strategy 

2006

Founding signatory to Principles for Responsible Investment (PRI)

2000

Launch of Responsible Engagement Overlay (reo®)

1987

Launch of BMO Responsible UK Income Strategy, BMO Responsible Global Equity Fund

1984

Launch of BMO Responsible UK Equity Strategy

2020

Launch of ESG Exchange Traded Strategies

Launch of BMO SDG Engagement Global Equity Fund and BMO Sustainable Multi-Asset Income Fund

2018

Launch of BMO Responsible Euro Credit Portfolio

2016

Launch of Green Bond Strategy

2015

Launch of BMO Sustainable Opportunities Global Equity Fund

2010

Launch of BMO Responsible Global Emerging Markets Equity Fund

2007

Launch of BMO Responsible Sterling Corporate Bond Strategy 

2006

Founding signatory to Principles for Responsible Investment (PRI)

2000

Launch of Responsible Engagement Overlay (reo®)

1987

Launch of BMO Responsible UK Income Strategy, BMO Responsible Global Equity Fund

1984

Launch of BMO Responsible UK Equity Strategy

Our expertise 

Our large Responsible Investment team are involved throughout the process: providing guidance to our portfolio managers, researching companies/related issues and conducting active ownership activities.

Watch the video to learn more or read about our engagement activities 

 

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