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Welcome to the BMO Global Asset Management microsite for Succession Advisory Services.

This microsite provides you with current fund information, manager views and marketing support for our range of five risk-rated BMO MM Lifestyle Funds – one of the options on the Succession investment matrix – and BMO MM Navigator Distribution Fund – an income matrix option, as well as the five BMO Sustainable Universal MAP range funds offering sustainability-orientated active multi-asset investing, launched in December 2019.

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.

BMO Sustainable Universal MAP range

The BMO Sustainable Universal MAP Range consists of sustainability-orientated active multi-asset funds that are ideal for the growing number of individuals that, alongside meeting their financial goals, want to make a positive impact on the world through their investment decisions at a low-cost price point of 0.39% capped OCF.

Visit the BMO Sustainable Universal MAP website to find out more

Responsible Investing advice integration toolkit

To support you with responsible investment client conversations, please check out our Responsible investment advice integration toolkit. This is found in the Adviser Edge investment zone Knowledge Centre, accessed via the link below. It contains tools such as a consumer guide to responsible investing, a consumer flyer on the spectrum of responsible investment choices, as well as Planner/Adviser FAQ’s and other useful tools.

BMO MM Lifestyle Funds

Launched in 2007, with the Lifestyle 3 added in 2013, the BMO MM Lifestyle range contains five whole of market, risk-targeted multi-manager funds. The asset allocation and volatility constraints of the funds are designed to align with client risk profiles 3-7 on Distribution Technology’s Dynamic Planner and can also be mapped to the output of other risk profiling systems.

BMO MM Navigator Distribution fund

Launched in 2008, the BMO MM Navigator Distribution Fund is designed to deliver a natural income for your clients. Within the fund, BMO MM team combine common sense investment principles like diversification and long-term thinking with manager selection and portfolio construction. The focus is on delivering a high and consistent level of natural income whilst maintaining scope for capital growth over the long-term.

Visit the Multi-Manager section of our website for
more information