BMO Overseas Equity-Linked UK Inflation 3 Acc
Latest (Mid) Price:
GBX 460.90
Day Change:
-0.92%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 369,528,000.00 | Launch Date | 07/12/2009 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.30 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B4NVY384 | Min Topup (£) | 100,000.00 | Ongoing Charge (%) | 0.3500 (on 14/01/2021) |
Fund Objective
The Fund objective is to provide a return combining capital and income.
Fund Managers
Chris Higman
Christopher Higman is a Derivatives Fund Manager in the LDI team and is the alternate fund manager on numerous large bespoke and segregated LDI portfolios. Chris joined BMO Global Asset Management in September 2006 with an MPhys degree in Theoretical Physics from Exeter University and is a CFA charterholder.
Nabil Owadally
Nabil Owadally is a Derivatives Fund Manager in the LDI team, having joined BMO Global Asset Management in March 2011. Nabil previously worked at Towers Watson in their structured products team. Nabil has an MSc in Actuarial Finance from Imperial Business School and has passed all of his actuarial exams.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
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.
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