BMO UK Property Fund 2 Acc

Name
BMO UK Property Fund 2 Acc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B830G150
Sector
UK Direct Property
Launched
13/09/2012
OCF
0.83 %
3 Year Sharpe
1.36
Yield
2.6 %
Benchmark
IPD UK PPFI All Balanced Fund
The Company aims to maximise total return through investment mainly in a diversified portfolio of UK commercial property, seeking to add value through strategic asset allocation, stock selection and asset management. Property will normally be owned directly but participation in co-ownership arrangements such as unauthorised unit trusts is permitted where the arrangements do not result in additional restrictions on the liquidity of the Company. Investment may also be made in property related securities, transferable securities including government and corporate fixed interest securities, collective investment schemes, money market instruments, deposits and derivatives. Derivatives may be used for investment purposes as well as for efficient portfolio management.
Holding %
BMO Sterling Liquidity Acc 7.24 %
Leeds Minerva Property Common Stock 4.10 %
Bath Cambridge House Property Common St 4.03 %
Hatfield Royal Mail Property Common Stoc 3.39 %
Coventry 5100 Cross Point Bus 3.23 %
South Ruislip Victoria Road R 3.10 %
Romford Matalan Retail Unit No Property 2.90 %
Bournemouth Ringwd Road Ret Prop C 2.52 %
Miltons Keynes Audi Northfield Property 2.32 %
London E6 Porsche Gallions Par Property 2.29 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Julian Smith
Joined 06/29/2010

Julian Smith, ARICS, is a Fund Manager in Property, with many years experience in the industry and a consistent top quartile performance. He has experience of the indirect property markets through his work for a client on their satellite portfolio which comprises a mixture of direct properties and UK and European indirect property vehicles. Julian was part of the team that established the fund of funds product, investing in UK indirect property funds. He joined the Group in 1994. Prior to that, Julian worked for ESN Pension Management Group and in private practice with King Sturge. Julian is a Past Chairman of the Central London Branch of the ISVA and former Council member of the ISVA (now merged with the RICS). In 1982 he completed an MBA in Finance and Marketing with a dissertation that concentrated on the application of Modern Portfolio Theory (MPT) to Property Investment. He qualified as a Chartered Surveyor in 1982 after graduating with a BA (Hons) in Environmental Science from the University of Sheffield.

Guy Glover
Joined 06/29/2010

Guy Glover, MRICS, is the Fund Director for the BMO UK Property Fund. Guy has over 27 years experience in property. He joined the Group in 2004. Guy is a Chartered Surveyor and holds a Bachelors Degree in Land Management and a Postgraduate Diploma in Property Investment.  Prior to BMO REP, Guy worked for 9 years at Wereldhave Property Corporation plc, where he was responsible for asset managing their UK portfolio. Prior to this, he worked at Northampton Borough Council. Guy is an active member of the profession and sits on the AREF Management Committee.

Data provided by Morningstar.

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.