BMO Private Equity Trust

BMO Private Equity Trust
BMO Investment Business Ltd
Closed Ended Investment Company
Private Equity
1.22 %
3 Year Sharpe
3.8 %
FTSE All-Share TR
Fund Size
£ 266.93 million
Discount Premium
To achieve long-term capital growth through investment in private equity assets, whilst providing shareholders with a predictable and above average level of dividend funded from a combination of the company's revenue and realised capital profits.
Holding %
Avalon Holdings Corp Class A 2.91 %
Sigma 2.82 %
Ashtead Group PLC 2.66 %
Twma 2.56 %
Huws Gray 2.25 %
Ambio France 1.97 %
Recover Nordic 1.92 %
Coretrax 1.91 %
Accuvein 1.87 %
Dotmatics 1.86 %
Region %
United States 56.67 %
Eurozone 22.39 %
United Kingdom 20.79 %
Sector %
Industrials 93.88 %
BMO Investment Business Ltd
EH2 3BU, Edinburgh, United Kingdom
Legal Structure
Closed Ended Investment Company


Neil Sneddon
Joined 12/31/2014

Neil joined Martin Currie’s UK team in 1997 from Arthur Andersen after qualifying as a chartered accountant. In 2000, he became head of UK smaller companies, and in 2002, joined the private equity team. With Hamish Mair, he manages Martin Currie Capital Return Trust.

Hamish Mair
Joined 02/01/2000

Hamish has 30 years of investment experience of which over a quarter of a century are in private equity. He has been head of the BMO PE team since inception and oversees all the funds managed by BMO PE, including BMO Private Equity Trust plc and F&C Climate Opportunity Partners LP. Hamish was a director of Martin Currie Investment Management between 1996 and 2005. His prior responsibilities at Martin Currie included small companies and Far Eastern equities. He was an investment analyst with Robert Fleming Asset Management between 1988 and 1990. Hamish is a graduate of Aberdeen University and Edinburgh University.

Data provided by Morningstar.

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