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
3
3 Year Sharpe
1.41
3 Year Alpha
1.80
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 4.47 %
Mastercard Inc A 4.28 %
Microsoft Corp 3.91 %
Linde PLC 3.46 %
Accenture PLC Class A 3.37 %
Prudential PLC 3.21 %
Xylem Inc 3.11 %
Intercontinental Exchange Inc 3.10 %
Mettler-Toledo International Inc 2.74 %
Kerry Group PLC Class A 2.59 %
Region %
United States 57.76 %
Japan 12.06 %
Eurozone 11.08 %
United Kingdom 8.60 %
Sector %
Technology 22.01 %
Financial Services 20.23 %
Healthcare 17.56 %
Industrials 13.01 %
Consumer Cyclical 12.03 %
Basic materials 6.75 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Nick Henderson
Joined 01/01/2015

Nick Henderson is a Fund Manager in the Responsible Global Equities team. He joined the firm in September 2008. Prior to this, Nick undertook internships with Deutsche Asset Management, NM Rothschild, Fieldings Investment Management. Nick has a BSc in Economics from the University of Bristol and is a CFA charterholder.

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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