BMO MM Navigator Growth Fund C Acc

Name
BMO MM Navigator Growth Fund C Acc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B80L3W15
Sector
Flexible Investment
Launched
26/06/2012
OCF
1.75 %
Risk Rating
2
3 Year Sharpe
0.96
Yield
0.1 %
Benchmark
IA Flexible Investments
The Fund aims to achieve capital growth. The Fund invests primarily in a range of collective investment schemes and closed ended funds in order to gain exposure to a diversified portfolio of primarily equities.
Holding %
Artemis US Extended Alpha I Acc GBP 6.33 %
Majedie UK Focus X Acc 6.09 %
Conventum Lyrical Fund I 4.80 %
Memnon European I GBP Acc 4.63 %
Majedie Asset Management Tortoise G 4.43 %
Merian UK Specialist Equity R GBP Acc 4.00 %
Tt Intl Asia X Jap Eq A2a 3.90 %
Findlay Park American USD 3.43 %
Heronbridge UK Equity A A/I 3.13 %
Man GLG Undervalued Assets Profl Inc D 3.00 %
Region %
United States 30.16 %
United Kingdom 18.68 %
Eurozone 16.44 %
Japan 13.43 %
Asia - Emerging 8.00 %
Sector %
Industrials 17.64 %
Financial Services 16.28 %
Consumer Cyclical 15.29 %
Technology 13.93 %
Healthcare 8.11 %
Basic materials 8.04 %
Consumer Defensive 7.39 %
Energy 5.92 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Gary Potter
Joined 10/01/2007

Gary is co-head of the Multi-Manager team. He shares overall responsibility for the performance of the team’s portfolios with Rob Burdett and leads research teams for UK income, US, Asia and emerging market equities. Gary joined the group in 2007 via Thames River Capital. Prior to this he was at Credit Suisse from 2001, jointly responsible with Rob Burdett for their multi-manager funds. He joined from Rothschild Asset Management Limited, where he was a main board director and was jointly responsible for their multi-manager business. Gary began his career in 1981 in private client fund management where his responsibilities extended to a specific focus on asset allocation and stock research. He moved into the multi-manager field in 1992. Gary is a chartered fellow of the Chartered Institute for Securities & Investment.

Robert Burdett
Joined 10/01/2007

Rob is co-head of the Multi-Manager team. He shares responsibility for the performance of the team’s portfolios with Gary Potter and leads research teams for UK, Japan and European equities. Rob joined the group in 2007 via Thames River Capital. Prior to this he was at Credit Suisse from 2001, being jointly responsible with Gary Potter for their multi-manager funds. Prior to that he was at Rothschild Asset Management where he was a main board director and jointly responsible for their multi-manager business. Rob began his career in stockbroking in 1985, moving into multi-manager field in 1991. He is a chartered fellow of the Chartered Institute for Securities & Investment and holds their diploma.

Data provided by Morningstar.

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