Document Library 

Date

Title

Document type

Plans

September 1, 2021

BMO Private Equity Trust Interim Report 2021

Interim Report
June 14, 2021

BMO Private Equity Trust factsheet

Factsheet
June 2, 2021

BMO Private Equity Trust – Quarterly Report 2021

Reports
May 29, 2021

Investing for Children guide

Guides
May 28, 2021

Investing for you guide

Guides
May 10, 2021

Junior Investment Account (JIA) application form

Forms
May 6, 2021

Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges

Pre-Sales Cost & Charges Disclosure
JIA
May 6, 2021

ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
ISA
May 6, 2021

Junior ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
JISA
May 6, 2021

General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
GIA
May 6, 2021

Lifetime ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
LISA
May 5, 2021

Individual Savings Account (ISA) transfer form

Application Forms
ISA
May 5, 2021

Individual Savings Account (ISA) application form

Application Forms
ISA
April 19, 2021

BMO Private Equity Trust – Annual Report 2020

Annual Report
April 6, 2021

Junior ISA (JISA) application form

Application Forms
JISA
February 2, 2021

KID BMO Private Equity Trust

Key Information Documents (KIDs)
November 23, 2020

BMO Private Equity Trust – Quarterly Report 2020

Reports
October 15, 2020

BMO Global Asset Management – IBOR Transition

Announcements
August 27, 2020

BMO Private Equity Trust Interim Report 2020

Interim Report
May 22, 2020

AGM May 2020 – Investment Manager’s Presentation

AGM Documents
May 20, 2020

AGM Results 2020

AGM Documents
April 16, 2020

Private Equity Annual Report 2019

Annual Report
April 16, 2020

Private Equity Trust PLC Investor Disclosure

Disclosures
April 6, 2020

General Investment Account application form

Application Forms
GIA
April 6, 2020

Child Trust Fund Transfer form

Transfer
CTF
April 6, 2020

Junior ISA (JISA) Key Features

Key Features
JISA
April 6, 2020

Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features

Key Features
ISA
April 6, 2020

Junior Investment Account (JIA) Key Features

Key Features
JIA
April 6, 2020

Child Trust Fund (CTF) Key Features

Key Features
CTF
September 3, 2019

Private Equity interim report 2019

Interim Report
2019
May 24, 2019

AGM Results 2019

AGM Documents
April 9, 2019

Private Equity Annual Report 2018

Annual Report
2018
September 6, 2018

Private Equity interim report 2018

Interim Report
May 24, 2018

BMO Private Equity Trust proxy voting results – 24 May 2018

Voting Reports
April 9, 2018

Private Equity Annual Report 2017

Annual Report
2017
September 4, 2017

Private Equity interim report 2017

Interim Report
April 11, 2017

Private Equity Annual Report 2016

Annual Report
2016
September 5, 2016

Private Equity interim report 2016

Interim Report
April 10, 2016

Private Equity Annual Report 2015

Annual Report
2015
September 6, 2015

Private Equity interim report 2015

Interim Report
April 9, 2015

Private Equity Annual Report 2014

Annual Report
2014
September 5, 2014

Private Equity interim report 2014

Interim Report
April 10, 2014

Private Equity Annual Report 2013

Annual Report
2013
September 6, 2013

Private Equity interim report 2013

Interim Report
2012
September 5, 2012

Private Equity interim report 2012

Interim Report
April 9, 2012

Private Equity Annual Report 2011

Annual Report
2011
September 4, 2011

Private Equity interim report 2011

Interim Report
April 11, 2011

Private Equity Annual Report 2010

Annual Report
2010
September 6, 2010

Private Equity interim report 2010

Interim Report
April 12, 2010

Private Equity Annual Report 2009

Annual Report
2009
September 5, 2009

Private Equity interim report 2009

Interim Report
April 11, 2009

Private Equity Annual Report 2008

Annual Report
2008
September 5, 2008

Private Equity interim report 2008

Interim Report
April 9, 2008

Private Equity Annual Report 2007

Annual Report
2007
September 6, 2007

Private Equity interim report 2007

Interim Report
April 10, 2007

Private Equity Annual Report 2006

Annual Report
2006
September 5, 2006

Private Equity interim report 2006

Interim Report
April 9, 2006

Private Equity Annual Report 2005

Annual Report

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