BMO Multi-Manager Investment Trust Fund C Acc

Name
BMO Multi-Manager Investment Trust Fund C Acc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B80KBX52
Sector
Flexible Investment
Launched
29/06/2012
OCF
0.81 %
Risk Rating
3
3 Year Sharpe
1.29
3 Year Alpha
2.29
Yield
0.7 %
Benchmark
FTSE AllSh Equity Invest Instr TR GBP
The fund aims to outperform the Investment Trust Sector Index while delivering an average sector yield. It invests mainly in investment trusts in the UK. The fund may invest indirectly through other permitted investment vehicles in accordance with its investment powers as set out in the Prospectus.
Holding %
Scottish Mortgage Ord 4.14 %
BH Macro GBP Ord 3.23 %
Monks Ord 2.88 %
Allianz Technology Trust Ord 2.88 %
RIT Capital Partners Ord 2.75 %
Capital Gearing Ord 2.69 %
Polar Capital Technology Ord 2.55 %
Personal Assets Ord 2.51 %
Jupiter European Opportunities Ord 2.48 %
Finsbury Growth & Income Ord 2.41 %
Region %
United Kingdom 32.01 %
United States 30.33 %
Eurozone 9.57 %
Japan 8.86 %
Asia - Emerging 5.72 %
Sector %
Technology 21.54 %
Financial Services 16.51 %
Healthcare 16.13 %
Consumer Cyclical 12.72 %
Industrials 10.46 %
Real Estate 6.83 %
Consumer Defensive 5.92 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Peter Hewitt
Joined 08/04/2003

Peter Hewitt is a Director and Fund Manager in Global Equities and is currently responsible for managing the BMO Managed Portfolio Trust, which was listed in 2008. Between 1983 and 1996 Peter was a Fund Manager with Ivory & Sime (later known as ISIS ), working initially in the US team and from 1986 in the UK team, where he was responsible for a variety of pension fund and investment trust clients. He joined the Group in 1999. Prior to BMO Global Asset Management, Peter spent two years as Head of UK Equities with Murray Johnstone. Peter holds a BA (Hons) in Economics from the Heriot Watt University .

Julie Dent
Joined 03/01/1999

Julie has extensive experience in research and investment within the International markets and is currently Director, Global Equities. She also manages a number of Investment Trust funds of fund portfolios. Prior to joining ISIS Asset Management, Julie worked as a Structural Engineer for Ove Arup & Partners where she was responsible for building design. Julie graduated with first class Hons in Civil Engineering, Leeds University in 1980. An MBA from Edinburgh University.

Data provided by Morningstar.

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