BMO UK Property Fund 2 Inc

Name
BMO UK Property Fund 2 Inc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B6449M48
Sector
UK Direct Property
Launched
29/06/2010
OCF
0.83 %
3 Year Sharpe
0.37
Yield
3.3 %
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 %
Leeds Minerva Property Common Stock 4.19 %
Bath Cambridge House Property Common St 4.04 %
Hatfield Royal Mail Property Common Stoc 3.39 %
Coventry 5100 Cross Point Bus 3.16 %
South Ruislip Victoria Road R 3.12 %
Romford Matalan Retail Unit No Property 2.92 %
Bournemouth Ringwd Road Ret Prop C 2.51 %
Miltons Keynes Audi Northfield Property 2.33 %
Birmingham Apollo Qa0070 Property Common 2.20 %
Greenford 74 Long Drive Property 2.09 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Guy Glover
Joined 06/29/2010

Guy Glover, MRICS, has over 20 years experience in property. He joined BMO 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.