BMO Real Estate Investments Limited
Performance

Cumulative performance | 3 months | Year to date | 1 Year | 3 Years | 5 Years |
---|---|---|---|---|---|
NAV | 6.6 | 28.5 | 33.5 | 35.0 | 60.1 |
Share price | 11.3 | 37.2 | 32.1 | 26.8 | 21.2 |
Discrete annual performance | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|
NAV | 33.5 | 2.4 | -1.3 | 4.0 | 14.1 |
Share price | 32.1 | 12.9 | -15.0 | -7.5 | 3.3 |
Performance (%) as at 31.03.2022
Past performance should not be seen as an indication of future performance.
Source: Lipper and BMO. Basis: Percentage growth, total return, bid to bid price with income reinvested in sterling. Basis in accordance with the regulations of the Financial Conduct Authority.
Investment Risks
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. The value of property reflects the opinion of valuers and is reviewed periodically. These assets can also be illiquid and significant or persistent redemptions may require the manager to sell properties at a lower market value adversely affecting the value of your investment. Investments which are concentrated in a specific sector or country may result in less diversification and hence more volatility in investment values. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.
Property Holdings
Property Holdings | % |
---|---|
Colnbrook, Units 1-8 Lakeside Road | 9.2 |
Banbury, 3663 Unit, Echo Park | 8.1 |
London W1, 14 Berkeley Street | 7.2 |
Hemel Hempstead, Hemel Gateway | 6.7 |
Eastleigh, Southampton International Park | 6.6 |
Bracknell, 1/2 Network Bracknell, Eastern Road | 4.5 |
Colnbrook, Heathrow Truck Centre | 4.3 |
Luton, Enterprise Way | 4.1 |
Basingstoke, Unit K60, Lister Road | 3.9 |
Theale, Maxi Centre | 3.8 |
Total | 58.4 |
As at 31 March 2022
Top 10 Holdings by location
51.73087
0.47031

51.515112
-0.150872

51.50679
-0.140275

51.385058
-1.318046

52.401281
-1.816887

51.419641
-0.203657

51.13502
-0.18185

51.060465
-1.329088

53.4807936
-2.2437748

57.149771
-2.228399

57.149771
-2.228399

55.931142
-3.312923
53.985724
-1.096194

51.760683
-0.425579

51.508363
-0.143162

52.06341
-1.312799

51.488081
-0.502568

51.435005
-1.069081

51.414228
-0.736959

Find out more about our holdings

Lochside Way

Clifton Moor Gate

Hemel Gateway

Echo Park Banbury

1/2 Network Bracknell

14 Berkeley Street

4 Colnbrook

Maxi Centre Theale
Dividend
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.