BMO Select UK Equity Fund 2 Acc

Name
BMO Select UK Equity Fund 2 Acc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB0008464314
Sector
UK All Companies
Launched
24/04/1970
OCF
1.02 %
Risk Rating
2
3 Year Sharpe
0.65
3 Year Alpha
-1.01
Yield
2 %
Benchmark
FTSE AllSh TR GBP
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 6.91 %
GlaxoSmithKline PLC 6.52 %
Rio Tinto PLC 5.30 %
Diageo PLC 4.38 %
Prudential PLC 4.14 %
Royal Dutch Shell PLC Class A 3.96 %
RELX PLC 3.87 %
CRH PLC 3.70 %
Mondi PLC 3.09 %
John Laing Group PLC 3.07 %
Region %
United Kingdom 91.26 %
Sector %
Financial Services 20.30 %
Consumer Cyclical 16.98 %
Basic materials 16.88 %
Industrials 11.73 %
Energy 9.05 %
Consumer Defensive 7.23 %
Healthcare 6.69 %
Technology 6.40 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

Data provided by Morningstar.

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