BMO Real Estate Investments Limited

Performance

Cumulative performance 3 months Year to date 1 Year 3 Years 5 Years
NAV

-2.5

-3.7

-3.7

10.8

26.4

Share price

-18.2

-24.9

-24.9

-37.5

-25.9

Discrete annual performance 2020 2019 2018 2017 2016
NAV

-3.7

1.3

13.6

6.1

7.5

Share price

-24.9

-15.2

-1.9

26.8

-6.5

Performance (%) as at 30.06.2020

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 %
London W1, 14 Berkeley Street

9.2%

Banbury, 3663 Unit, Echo Park

7.6%

Colnbrook, Units 1-8 Lakeside Road

7.3%

Eastleigh, Southampton International Park

6.2%

Hemel Hempstead, Hemel Gateway

5.0%

Bracknell, 1/2 Network Bracknell, Eastern Road

4.0%

Theale, Maxi Centre

3.7%

York, Clifton Moor Gate

3.7%

Edinburgh, 1-2 Lochside Way, Edinburgh Park

3.6%

Eastleigh, Wide Lane

3.4%

Total

53.7%

As at 30 June 2020

Top 10 Holdings by location

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Lochside Way

1/2 Lochside Way is a three storey office extending to 42,437 sq ft.The property is let to HSBC Global Services UK until 30 Aug 2024.

Clifton Moor Gate

A motor park comprising 5 car dealership units let to Inchcape Estates Limited until 2030 on an RPI-linked lease, situated in York's prime car showroom location.

Wide Lane

A terrace of two units of approximately 30,000sqft each, located at the base of the M3 close to its intersection with the M27

Hemel Gateway

90,00sqft of modern warehouse space split between 2 units providing approximately 30,000 and 60,000 sqft in each.

14 Berkeley Street

14 Berkeley Street is a multi let asset extending to c 14,000 sq ft in the heart of Mayfair.

Echo Park Banbury

A stand alone cross docked logistics warehouse built in 1995 and extending to just under 200,000sqft.

4 Colnbrook

Lakeside Industrial Estate is a concrete framed terrace of 8 equal sized units totalling just under 100,000sqft.

Eastleigh

Southampton International Park comprises 2 modern industrial / distribution units of circa 50,000 and 65,000 sqft.

1/2 Network Bracknell

2 modern mid box units constructed in the early 2000s to a high specification, with decent eaves heights and office ratios.

Maxi Centre Theale

 A modern mid box logistics facility constructed in the late 90s to a good specification and eaves height.

Dividend

Please note – Following conversion to a UK REIT, the majority of dividends are treated as Property Income Distributions and may be subject to withholding tax at source, depending on a shareholder’s circumstances, at the basic rate of UK income tax (currently at a rate of 20 per cent.).

How to invest

Invest with BMO

BMO offers a range of plans designed to meet different investment goals and help you make your money work harder.

As with all investments, you need to be comfortable that you may not get back the original amount invested.

Opening a BMO plan is easy. 

Choose your perfect plan.

Invest with a broker

You can invest through your usual financial adviser, or through a wide range of companies.

 

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.