BMO Global Real Estate Securities Fund 2 Acc

BMO Global Real Estate Securities Fund 2 Acc
BMO Asset Management Limited
Open Ended Investment Company
0.92 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.5 %
The Fund aims to deliver a return combining capital and income which is greater than the FTSE EPRA/NAREIT Developed Global Net Total Return Index (“the benchmark index”) through investment predominantly in real estate companies in Europe, the US, Australia and Asia.
Holding %
Mid-America Apartment Communities Inc 2.64 %
Camden Property Trust 2.29 %
Equinix Inc 2.25 %
Healthpeak Properties Inc 2.13 %
AvalonBay Communities Inc 1.93 %
Vonovia SE 1.68 %
VEREIT Inc Class A 1.63 %
Simon Property Group Inc 1.60 %
Host Hotels & Resorts Inc 1.52 %
Mitsubishi Estate Co Ltd 1.49 %
Region %
United States 46.91 %
Japan 13.74 %
Eurozone 12.04 %
Asia - Developed 10.20 %
Europe - ex Euro 7.10 %
Sector %
Real Estate 100.00 %
BMO Asset Management Limited
EC2A 2NY, London, United Kingdom
Legal Structure
Open Ended Investment Company


Alban Lhonneur
Joined 12/18/2013

Alban joined the company in July 2008. He is the lead fund manager of BMO Real Estate Equity Market Neutral Fund and BMO European Real Estate Securities Fund, and co-manager of the BMO Global Real Estate Securities Fund and BMO Property Growth & Income Fund. He was previously at Citigroup Global Markets as an equity research analyst focusing on continental European real estate. Prior to that he was at Société Générale Securities, where he focused on transport equity research. He completed a BSc Business and Management programme at ESC Toulouse, including one year at the Brunel University, School of Business Management in London. He also attended CERAM Nice High Business School. In 2005 he obtained a post-graduate Specialised Master in Finance in 2005 from ESCP-EAP.

Marcus Phayre-Mudge
Joined 12/18/2013

Marcus Phayre-Mudge joined the company in October 2004 and is a fund manager and head of our Real Estate Securities team. Prior to joining, Marcus was a partner at Thames River Capital (now part of BMO Global Asset Management). He was at Henderson Global Investors from 1997 to 2004. He manages the TR Property Investment Trust, the largest European closed-ended real estate equity Investment Trust as well as co-managing BMO Property Growth & Income Fund (which he launched in 2005) and the BMO Global Real Estate Securities Fund. Prior to joining Henderson, Marcus was an investment surveyor at Knight Frank (1990) and was made an Associate Partner in the fund management division (1995). He qualified as a Chartered Surveyor in 1992 and has a BSc (Hons) in Land Management from Reading University.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.