At BMO, our aim is to help our clients overcome the challenges they face and deliver the investment outcomes they seek. We've been helping clients with their financial needs for over 200 years.
A lot has happened since 1817, including the launch of the of the world's oldest collective investment fund vehicle - F&C Investment Trust over 150 years ago. This fund made investing more accessible to individual investors and we are proud to still manage it today.
We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of the two and with a specific regional focus or with a global remit.
To secure long-term capital and income growth from a portfolio consisting mainly of UK FTSE All-Share companies.
To provide ordinary shareholders with an attractive level of income together with the potential for capital and income growth from investing in a diversified UK commercial property portfolio.
The investment objective is to secure a high total return by investing in smaller companies worldwide.
To provide capital growth for Growth shareholders in each case through investing principally in a diversified portfolio of investment companies.
The Trust invests in underlying investment companies providing a good level of diversification by underlying management style, geography, sector and company. It has two Portfolios; the Income Portfolio and the Growth Portfolio
The objective of the trust is to achieve long-term capital growth through investment in private equity assets.
Aims to provide ordinary shareholders with an attractive level of income with the potential for income and capital growth from investing in a diversified UK commercial property portfolio.
To provide an attractive return and prospects for capital growth by investing predominantly in UK equities and equity-related securities of companies across the market capitalisation spectrum.
To provide an attractive return and prospects for capital growth by investing predominantly in UK equities and equity-related securities of companies across the market capitalisation spectrum.
Aims to provide an attractive return to shareholders each year in the form of dividends and/or capital returns, together with prospects for capital growth.
Aims to achieve growth of capital through investment in quoted small and medium-sized companies in Europe, excluding the United Kingdom.
Aims to provide ordinary shareholders with an attractive level of income with the potential for capital and income growth from investing in a diversified UK commercial property portfolio.
The objective of the trust is to secure long-term growth in capital and income through a policy of investing primarily in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity, with the use of gearing.
The investment objective of the trust is to maximise total returns by investing in Pan European equities and UK direct property, focusing on long term capital and income growth.