BMO Sustainable Opportunities Global Equity Fund C Acc

Name
BMO Sustainable Opportunities Global Equity Fund C Acc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00BYZ62V52
Sector
Global
Launched
16/11/2015
OCF
1.02 %
Risk Rating
4
3 Year Sharpe
1.42
3 Year Alpha
2.06
Yield
0.2 %
Benchmark
IA Gbl Sector Median
The Fund aims to achieve medium to long-term capital growth, with some income.
Holding %
Apple Inc 4.28 %
Mastercard Inc A 4.23 %
Prudential PLC 3.47 %
Accenture PLC Class A 3.45 %
Linde PLC 3.19 %
Xylem Inc 3.18 %
Amazon.com Inc 3.12 %
Intercontinental Exchange Inc 3.02 %
Mettler-Toledo International Inc 2.77 %
Roper Technologies Inc 2.45 %
Region %
United States 57.41 %
Japan 12.13 %
Eurozone 11.41 %
United Kingdom 8.66 %
Sector %
Technology 21.41 %
Financial Services 20.61 %
Healthcare 15.09 %
Consumer Cyclical 14.57 %
Industrials 13.55 %
Basic materials 6.53 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Peter Lees
Joined 01/01/2015

Peter Lees joined F&C Asset Management in November 2005 as Head of UK Equities. Prior to joining F&C, Mr. Lees was Head of UK Equities at Deutsche Asset Management.

Phil Doel
Joined 01/01/2015

Phil Doel joined F&C Asset Management in November 2005 as Director, UK Equities. Prior to joining F&C, Mr.Doel managed the DWS UK Opportunities Fund, attracting a AAA rating from Citywire.

Jamie Jenkins
Joined 01/01/2015

Jamie Jenkins is Head of the Responsible Global Equities team. Jamie joined the firm in 2000 and is lead manager of the BMO Responsible Global Equity Fund. Prior to joining the firm, Jamie worked at Hill Samuel Asset Management as a Japanese Equities Fund Manager. He holds an MA in History from the University of Edinburgh, and has obtained his IIMR qualifications and is a member of the CFA Society of the UK.

Data provided by Morningstar.

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