MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
BMO Global Equity 2 AccH Global 1 4.66 1.90
BMO Global Equity 4 Acc Global 1 5.40 0.00
BMO Global Equity 4 Inc Global 1 5.13 2.20
BMO Global Real Estate Sec 2 Acc Property Other 2 -13.02 1.40
BMO Global Real Estate Sec 3 Acc Property Other 2 -12.97 1.60
BMO Global Real Estate Sec 3 Inc Property Other 2 -13.02 1.50
BMO Global Ttl Rtn Bd GBP Hdg 1 Acc Global Bonds 2 3.78 0.60
BMO Global Ttl Rtn Bd GBP Hdg 1 Inc Global Bonds 2 3.83 0.60
BMO Global Ttl Rtn Bd GBP Hdg 4 Acc Global Bonds 2 5.30 2.00
BMO Global Ttl Rtn Bd GBP Hdg 4 Inc Global Bonds 2 5.03 1.70
BMO Global Ttl Rtn Bd GBP Hdg C Acc Global Bonds 2 4.65 1.40
BMO Global Ttl Rtn Bd GBP Hdg C Inc Global Bonds 2 4.50 1.70
BMO Global Ttl Rtn Bd GBP Hdg L Acc Global Bonds 2 0.00 0.90
BMO Long Dated Stg Corp Bd 3 Acc Sterling Corporate Bond 3 7.15 2.40
BMO Long Dated Stg Corp Bd 4 Acc Sterling Corporate Bond 3 7.53 2.70
BMO Managed Growth 1 Acc Flexible Investment 2 2.79 0.10
BMO Managed Growth 1 Inc Flexible Investment 2 2.56 0.00
BMO Managed Growth 3 Acc Flexible Investment 2 4.20 1.40
BMO Managed Growth C Acc Flexible Investment 2 3.66 0.90
BMO Managed Growth C Inc Flexible Investment 2 3.14 0.40
BMO Managed Growth L Acc Flexible Investment 2 0.00 0.00
BMO Managed Growth L Inc Flexible Investment 2 0.00 0.00
BMO MM Lifestyle 3 B Acc Volatility Managed 2 2.02 1.50
BMO MM Lifestyle 3 B Inc Volatility Managed 2 2.02 1.90
BMO MM Lifestyle 3 D Acc Volatility Managed 2 2.02 1.30
BMO MM Lifestyle 3 S Acc Volatility Managed 2 2.07 0.00
BMO MM Lifestyle 4 A Acc Volatility Managed 3 2.51 0.60
BMO MM Lifestyle 4 A Inc Volatility Managed 3 2.51 1.50
BMO MM Lifestyle 4 B Acc Volatility Managed 3 3.34 1.40
BMO MM Lifestyle 4 B Inc Volatility Managed 3 3.41 2.00
BMO MM Lifestyle 4 D Acc Volatility Managed 3 3.35 1.30
BMO MM Lifestyle 4 S Acc Volatility Managed 3 3.41 0.00
BMO MM Lifestyle 4 S Inc Volatility Managed 3 3.64 0.00
BMO MM Lifestyle 5 A Acc Volatility Managed 3 3.34 0.70
BMO MM Lifestyle 5 B Acc Volatility Managed 3 4.18 1.40
BMO MM Lifestyle 5 B Inc Volatility Managed 3 4.23 1.80
BMO MM Lifestyle 5 D Acc Volatility Managed 3 4.24 1.20
BMO MM Lifestyle 5 S Acc Volatility Managed 3 4.27 0.00
BMO MM Lifestyle 5 S Inc Volatility Managed 3 4.27 0.00
BMO MM Lifestyle 6 A Acc Volatility Managed 1 3.37 0.60
BMO MM Lifestyle 6 B Acc Volatility Managed 1 4.16 1.40
BMO MM Lifestyle 6 B Inc Volatility Managed 1 4.22 1.80
BMO MM Lifestyle 6 D Acc Volatility Managed 1 4.21 1.20
BMO MM Lifestyle 6 S Acc Volatility Managed 1 4.24 0.00
BMO MM Lifestyle 6 S Inc Volatility Managed 1 4.21 0.00
BMO MM Lifestyle 7 A Acc Volatility Managed 1 2.88 0.40
BMO MM Lifestyle 7 B Acc Volatility Managed 1 4.00 1.40
BMO MM Lifestyle 7 B Inc Volatility Managed 1 4.01 1.80
BMO MM Lifestyle 7 D Acc Volatility Managed 1 4.05 1.10
BMO MM Lifestyle 7 S Acc Volatility Managed 1 4.03 0.00
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
BMO Global Equity 2 AccH 0.44 -2.28 1.87 16.57 15.48 29/01/2021
BMO Global Equity 4 Acc 0.00 -2.77 1.83 13.21 12.54 29/01/2021
BMO Global Equity 4 Inc 0.00 -2.78 1.81 13.09 12.39 29/01/2021
BMO Global Real Estate Sec 2 Acc 0.22 -0.36 -1.78 9.64 5.55 29/01/2021
BMO Global Real Estate Sec 3 Acc 0.22 -0.37 -1.78 9.66 5.60 29/01/2021
BMO Global Real Estate Sec 3 Inc 0.23 -0.36 -1.77 9.65 5.57 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg 1 Acc 0.05 -0.14 0.10 1.95 2.81 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg 1 Inc 0.09 -0.09 0.17 1.95 2.84 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg 4 Acc 0.08 -0.08 0.21 2.34 3.58 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg 4 Inc 0.09 -0.09 0.26 2.30 3.46 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg C Acc 0.08 -0.11 0.18 2.17 3.26 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg C Inc 0.07 -0.11 0.17 2.14 3.19 29/01/2021
BMO Global Ttl Rtn Bd GBP Hdg L Acc 0.08 -0.12 0.14 2.03 - 29/01/2021
BMO Long Dated Stg Corp Bd 3 Acc -1.06 -0.43 -1.68 2.18 1.68 29/01/2021
BMO Long Dated Stg Corp Bd 4 Acc -1.03 -0.41 -1.63 2.28 1.90 29/01/2021
BMO Managed Growth 1 Acc -0.19 -2.30 -0.70 10.01 8.62 29/01/2021
BMO Managed Growth 1 Inc -0.22 -2.31 -0.74 9.87 8.46 29/01/2021
BMO Managed Growth 3 Acc -0.20 -2.26 -0.60 10.33 9.36 29/01/2021
BMO Managed Growth C Acc -0.20 -2.28 -0.65 10.19 9.04 29/01/2021
BMO Managed Growth C Inc -0.20 -2.27 -0.67 10.08 8.80 29/01/2021
BMO Managed Growth L Acc -0.20 -2.28 -0.66 10.14 - 29/01/2021
BMO Managed Growth L Inc -0.20 -2.31 -0.79 9.73 - 29/01/2021
BMO MM Lifestyle 3 B Acc -0.31 -0.75 -0.24 4.68 4.15 29/01/2021
BMO MM Lifestyle 3 B Inc -0.32 -0.75 -0.23 4.68 4.16 29/01/2021
BMO MM Lifestyle 3 D Acc -0.30 -0.74 -0.22 4.70 4.16 29/01/2021
BMO MM Lifestyle 3 S Acc -0.32 -0.73 -0.23 4.71 4.18 29/01/2021
BMO MM Lifestyle 4 A Acc -0.49 -1.31 0.07 6.95 6.71 29/01/2021
BMO MM Lifestyle 4 A Inc -0.45 -1.25 0.14 7.06 6.74 29/01/2021
BMO MM Lifestyle 4 B Acc -0.47 -1.28 0.20 7.23 7.15 29/01/2021
BMO MM Lifestyle 4 B Inc -0.46 -1.25 0.23 7.24 7.15 29/01/2021
BMO MM Lifestyle 4 D Acc -0.47 -1.29 0.20 7.23 7.12 29/01/2021
BMO MM Lifestyle 4 S Acc -0.48 -1.29 0.20 7.24 7.20 29/01/2021
BMO MM Lifestyle 4 S Inc -0.48 -1.29 0.20 7.29 7.29 29/01/2021
BMO MM Lifestyle 5 A Acc -0.82 -1.96 0.59 9.47 9.47 29/01/2021
BMO MM Lifestyle 5 B Acc -0.77 -1.94 0.65 9.70 9.95 29/01/2021
BMO MM Lifestyle 5 B Inc -0.72 -1.94 0.68 9.70 9.99 29/01/2021
BMO MM Lifestyle 5 D Acc -0.77 -1.96 0.65 9.68 9.92 29/01/2021
BMO MM Lifestyle 5 S Acc -0.78 -1.94 0.66 9.70 9.98 29/01/2021
BMO MM Lifestyle 5 S Inc -0.76 -1.94 0.67 9.72 9.94 29/01/2021
BMO MM Lifestyle 6 A Acc -1.02 -2.39 1.32 11.45 11.93 29/01/2021
BMO MM Lifestyle 6 B Acc -1.01 -2.37 1.40 11.72 12.35 29/01/2021
BMO MM Lifestyle 6 B Inc -1.01 -2.37 1.38 11.70 12.34 29/01/2021
BMO MM Lifestyle 6 D Acc -1.01 -2.38 1.40 11.74 12.36 29/01/2021
BMO MM Lifestyle 6 S Acc -0.99 -2.36 1.42 11.74 12.43 29/01/2021
BMO MM Lifestyle 6 S Inc -1.00 -2.37 1.40 11.74 12.33 29/01/2021
BMO MM Lifestyle 7 A Acc -1.14 -2.77 1.84 14.21 14.29 29/01/2021
BMO MM Lifestyle 7 B Acc -1.14 -2.74 1.94 14.56 14.93 29/01/2021
BMO MM Lifestyle 7 B Inc -1.17 -2.76 1.93 14.51 14.85 29/01/2021
BMO MM Lifestyle 7 D Acc -1.13 -2.74 1.94 14.53 14.94 29/01/2021
BMO MM Lifestyle 7 S Acc -1.13 -2.74 1.95 14.53 14.94 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
BMO Global Equity 2 AccH 1 4.66 15.10 -8.90 22.42 -
BMO Global Equity 4 Acc 1 5.40 17.14 -3.58 14.87 34.99
BMO Global Equity 4 Inc 1 5.13 16.93 -3.67 14.03 35.64
BMO Global Real Estate Sec 2 Acc 2 -13.02 17.28 9.97 -1.44 25.08
BMO Global Real Estate Sec 3 Acc 2 -12.97 17.40 9.98 -1.32 25.25
BMO Global Real Estate Sec 3 Inc 2 -13.02 17.35 10.90 -2.18 24.97
BMO Global Ttl Rtn Bd GBP Hdg 1 Acc 2 3.78 5.78 -3.74 0.56 3.75
BMO Global Ttl Rtn Bd GBP Hdg 1 Inc 2 3.83 4.98 -4.35 0.11 3.51
BMO Global Ttl Rtn Bd GBP Hdg 4 Acc 2 5.30 7.69 -2.53 2.26 4.73
BMO Global Ttl Rtn Bd GBP Hdg 4 Inc 2 5.03 6.97 -2.63 1.82 4.76
BMO Global Ttl Rtn Bd GBP Hdg C Acc 2 4.65 6.63 -2.97 1.34 4.34
BMO Global Ttl Rtn Bd GBP Hdg C Inc 2 4.50 6.51 -3.09 1.23 4.26
BMO Global Ttl Rtn Bd GBP Hdg L Acc 2 - - - - -
BMO Long Dated Stg Corp Bd 3 Acc 3 7.15 19.63 -0.75 8.95 11.55
BMO Long Dated Stg Corp Bd 4 Acc 3 7.53 20.01 -0.40 9.33 12.00
BMO Managed Growth 1 Acc 2 2.79 9.99 -6.18 11.93 21.58
BMO Managed Growth 1 Inc 2 2.56 9.85 -6.37 11.84 21.50
BMO Managed Growth 3 Acc 2 4.20 11.53 -4.84 13.53 23.30
BMO Managed Growth C Acc 2 3.66 10.93 -5.35 12.93 22.59
BMO Managed Growth C Inc 2 3.14 10.32 -5.87 12.37 21.75
BMO Managed Growth L Acc 2 - - - - -
BMO Managed Growth L Inc 2 - - - - -
BMO MM Lifestyle 3 B Acc 2 2.02 8.90 -1.91 5.05 9.30
BMO MM Lifestyle 3 B Inc 2 2.02 8.81 -1.91 5.06 9.28
BMO MM Lifestyle 3 D Acc 2 2.02 8.68 -2.15 4.85 9.06
BMO MM Lifestyle 3 S Acc 2 2.07 - - - -
BMO MM Lifestyle 4 A Acc 3 2.51 9.65 -4.07 6.92 11.39
BMO MM Lifestyle 4 A Inc 3 2.51 9.16 -4.38 6.62 10.87
BMO MM Lifestyle 4 B Acc 3 3.34 10.57 -3.21 7.87 12.28
BMO MM Lifestyle 4 B Inc 3 3.41 10.51 -3.20 7.84 12.28
BMO MM Lifestyle 4 D Acc 3 3.35 10.31 -3.42 7.77 11.87
BMO MM Lifestyle 4 S Acc 3 3.41 - - - -
BMO MM Lifestyle 4 S Inc 3 3.64 - - - -
BMO MM Lifestyle 5 A Acc 3 3.34 11.00 -5.54 10.34 14.49
BMO MM Lifestyle 5 B Acc 3 4.18 11.96 -4.80 11.31 15.50
BMO MM Lifestyle 5 B Inc 3 4.23 11.93 -4.80 11.30 15.50
BMO MM Lifestyle 5 D Acc 3 4.24 11.67 -4.99 11.23 15.03
BMO MM Lifestyle 5 S Acc 3 4.27 - - - -
BMO MM Lifestyle 5 S Inc 3 4.27 - - - -
BMO MM Lifestyle 6 A Acc 1 3.37 11.68 -7.33 13.17 19.23
BMO MM Lifestyle 6 B Acc 1 4.16 12.20 -6.37 13.97 19.77
BMO MM Lifestyle 6 B Inc 1 4.22 12.19 -6.40 13.96 19.73
BMO MM Lifestyle 6 D Acc 1 4.21 12.01 -6.60 13.90 19.35
BMO MM Lifestyle 6 S Acc 1 4.24 - - - -
BMO MM Lifestyle 6 S Inc 1 4.21 - - - -
BMO MM Lifestyle 7 A Acc 1 2.88 11.44 -9.60 15.33 22.67
BMO MM Lifestyle 7 B Acc 1 4.00 12.69 -8.57 16.70 23.99
BMO MM Lifestyle 7 B Inc 1 4.01 12.56 -8.58 16.58 23.90
BMO MM Lifestyle 7 D Acc 1 4.05 12.38 -8.79 16.83 23.38
BMO MM Lifestyle 7 S Acc 1 4.03 - - - -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
BMO Global Equity 2 AccH GBX 500,000 25,000 0.00 0.25 - 0.380
BMO Global Equity 4 Acc GBX 10,000 10,000 0.00 0.00 - 0.000
BMO Global Equity 4 Inc GBX 10,000 10,000 0.00 0.00 - 0.160
BMO Global Real Estate Sec 2 Acc GBX 500,000 25,000 0.00 0.75 - 0.990
BMO Global Real Estate Sec 3 Acc GBX 50,000,000 1,000,000 0.00 0.60 - 0.920
BMO Global Real Estate Sec 3 Inc GBX 50,000,000 1,000,000 0.00 0.60 - 0.970
BMO Global Ttl Rtn Bd GBP Hdg 1 Acc GBX 1,000 1,000 5.00 1.00 - 1.400
BMO Global Ttl Rtn Bd GBP Hdg 1 Inc GBX 1,000 1,000 5.00 1.00 - 1.420
BMO Global Ttl Rtn Bd GBP Hdg 4 Acc GBX 10,000 1,000 0.00 0.00 - 0.000
BMO Global Ttl Rtn Bd GBP Hdg 4 Inc GBX 10,000 1,000 0.00 0.00 - 0.250
BMO Global Ttl Rtn Bd GBP Hdg C Acc GBX 1,000,000 1,000,000 0.00 0.50 - 0.560
BMO Global Ttl Rtn Bd GBP Hdg C Inc GBX 1,000,000 1,000,000 0.00 0.50 - 0.690
BMO Global Ttl Rtn Bd GBP Hdg L Acc GBX 0 0 5.00 - - 1.030
BMO Long Dated Stg Corp Bd 3 Acc GBX 500,000 25,000 0.00 0.35 - 0.450
BMO Long Dated Stg Corp Bd 4 Acc GBX 500,000 25,000 0.00 0.00 - 0.110
BMO Managed Growth 1 Acc GBX 1,000 1,000 5.00 1.50 - 1.960
BMO Managed Growth 1 Inc GBX 1,000 1,000 5.00 1.50 - 2.120
BMO Managed Growth 3 Acc GBX 50,000,000 250,000 0.00 0.25 - 0.520
BMO Managed Growth C Acc GBX 500,000 50,000 0.00 0.75 - 1.080
BMO Managed Growth C Inc GBX 500,000 50,000 0.00 0.75 - 1.620
BMO Managed Growth L Acc GBX 0 0 5.00 - - 1.050
BMO Managed Growth L Inc GBX 0 0 5.00 - - 1.710
BMO MM Lifestyle 3 B Acc GBX 250,000 100,000 0.00 0.50 - 1.080
BMO MM Lifestyle 3 B Inc GBX 250,000 100,000 0.00 0.50 - 1.080
BMO MM Lifestyle 3 D Acc GBX 1,000,000 1,000,000 0.00 0.50 - 1.080
BMO MM Lifestyle 3 S Acc GBX 10,000,000 1,000 0.00 - - 0.980
BMO MM Lifestyle 4 A Acc GBX 1,000 1,000 5.00 1.50 - 1.990
BMO MM Lifestyle 4 A Inc GBX 1,000 1,000 5.00 1.50 - 1.990
BMO MM Lifestyle 4 B Acc GBX 250,000 1,000 0.00 0.50 - 1.000
BMO MM Lifestyle 4 B Inc GBX 250,000 1,000 0.00 0.50 - 1.000
BMO MM Lifestyle 4 D Acc GBX 1,000,000 1,000,000 0.00 0.50 - 1.000
BMO MM Lifestyle 4 S Acc GBX 10,000,000 1,000 0.00 - - 0.900
BMO MM Lifestyle 4 S Inc GBX 10,000,000 1,000 0.00 - - 0.890
BMO MM Lifestyle 5 A Acc GBX 1,000 1,000 5.00 1.50 - 1.990
BMO MM Lifestyle 5 B Acc GBX 250,000 1,000 0.00 0.50 - 1.030
BMO MM Lifestyle 5 B Inc GBX 250,000 100,000 0.00 0.50 - 1.030
BMO MM Lifestyle 5 D Acc GBX 1,000,000 1,000,000 0.00 0.50 - 1.030
BMO MM Lifestyle 5 S Acc GBX 10,000,000 1,000 0.00 - - 0.930
BMO MM Lifestyle 5 S Inc GBX 10,000,000 1,000 0.00 0.40 - 0.940
BMO MM Lifestyle 6 A Acc GBX 1,000 1,000 5.00 1.50 - 1.990
BMO MM Lifestyle 6 B Acc GBX 250,000 1,000 0.00 0.50 - 1.060
BMO MM Lifestyle 6 B Inc GBX 250,000 100,000 0.00 0.50 - 1.060
BMO MM Lifestyle 6 D Acc GBX 1,000,000 1,000,000 0.00 0.50 - 1.060
BMO MM Lifestyle 6 S Acc GBX 10,000,000 1,000 0.00 0.40 - 0.960
BMO MM Lifestyle 6 S Inc GBX 10,000,000 1,000 0.00 0.40 - 0.950
BMO MM Lifestyle 7 A Acc GBX 1,000 1,000 5.00 1.50 - 1.990
BMO MM Lifestyle 7 B Acc GBX 250,000 1,000 0.00 0.50 - 1.090
BMO MM Lifestyle 7 B Inc GBX 250,000 100,000 0.00 0.50 - 1.090
BMO MM Lifestyle 7 D Acc GBX 1,000,000 1,000,000 0.00 0.50 - 1.090
BMO MM Lifestyle 7 S Acc GBX 10,000,000 1,000 0.00 0.40 - 1.030
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Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.

Fund data supplied by
Financial Express