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.

“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

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

Global macro view

Asset classes

Asset allocation decision

Implementation

Global macro view

Key
Economic-
drivers

Identification of keymacro themes

Asset classes​

Equity

Fixed income

Alternatives

Specialist analysis of relative attractiveness within distinct opportunity sets

Asset allocation decision

Strategic

Tactical

Determine preferences with input from global multi-asset team / asset specialists

Implementation

Portfolio

Portfolio specific implementation

Identificatión de temáticas macro clave 

Análisys experto del atractivo

relativo en conjuntos de oportunidades diferentes

 

Determinar las preferncias con las apartaciones del equipo de multiactivos y los especialistas en activos

Implementación específica de la cartera 

2020

Launch of ESG Exchange Traded Strategies

2018

Launch of BMO Responsible Euro Credit Portfolio

2015

Launch of BMO Sustainable Opportunities Global Equity Fund

2007

Launch of BMO Responsible Sterling Corporate Bond Strategy 

2000

Launch of Responsible Engagement Overlay (reo®)

1984

Launch of BMO Responsible UK Equity Strategy

2019

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

2016

Launch of Green Bond Strategy

2010

Launch of BMO Responsible Global Emerging Markets Equity Fund

2006

Founding signatory to Principles for Responsible Investment (PRI)

1987

Launch of BMO Responsible UK Income Strategy, BMO Responsible Global Equity Fund
1984
Launch of BMO Responsible UK Equity Strategy
1987
Launch of BMO Responsible UK Income Strategy, BMO Responsible Global Equity Fund
2000
Launch of Responsible Engagement Overlay (reo®)
2006
Founding signatory to Principles for Responsible Investment (PRI)
2007
Launch of BMO Responsible Sterling Corporate Bond Strategy 
2010
Launch of BMO Responsible Global Emerging Markets Equity Fund
2015
Launch of BMO Responsible Global Emerging Markets Equity Fund
2016
Launch of BMO Responsible Global Emerging Markets Equity Fund
2018
Launch of BMO Responsible Euro Credit Portfolio
2019
Launch of BMO SDG Engagement Global Equity Fund and BMO Sustainable Multi-Asset Income Fund
2020
Launch of ESG Exchange Traded Strategies

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