BMO Select UK Equity Fund 2 Acc

BMO Select UK Equity Fund 2 Acc
BMO Asset Management Limited
Open Ended Investment Company
UK All Companies
1.02 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.7 %
The OMW BMO Select UK Equity fund invests solely in the BMO Select UK Equity fund, a sub-fund of BMO Investment Funds (UK) ICVC, a UK authorised Open Ended Investment Company, managed by BMO Fund Management Limited. The underlying fund aims to achieve long term capital growth, with some income. The underlying fund invests primarily in equities (ordinary shares) of UK companies. These are companies in any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. The underlying fund invests into a relatively small number of assets, or into individual countries or a specific market sector. Such concentrated portfolios give rise to more risk than where investments are spread across a larger number of assets, countries or market sectors.
Holding %
HSBC Holdings PLC 5.88 %
Prudential PLC 4.60 %
GlaxoSmithKline PLC 4.56 %
Diageo PLC 4.55 %
Rio Tinto PLC 4.38 %
AstraZeneca PLC 3.99 %
RELX PLC 3.96 %
CRH PLC 3.64 %
Informa PLC 3.34 %
DCC PLC 3.06 %
Region %
United Kingdom 91.38 %
Sector %
Financial Services 28.61 %
Consumer Cyclical 19.44 %
Basic materials 12.37 %
Industrials 11.92 %
Healthcare 8.84 %
Energy 8.26 %
BMO Asset Management Limited
EC2A 2NY, London, United Kingdom
Legal Structure
Open Ended Investment Company


David Moss
Joined 05/31/2018

David Moss is a fund manager and Head of the European equities team. From 1998-1999, he focused on UK Equity and prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. He joined the Group in 1996. David began his career in 1987 at Barclays Bank, where he worked as an Analyst on the Corporate Lending Team, working primarily with recovery situations for small to medium-sized enterprises. David graduated from the University of Loughborough in 1996 with a BSc Economics. He has obtained his ACIB and IIMR qualifications.

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