BMO Universal MAP Adventurous 3 Acc
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 23,485,900.00 | Launch Date | 07/10/2019 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.25 |
Sector | IMA UK Equity Income | Min Investment (£) | 5,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BK5Z9F76 | Min Topup (£) | 1,000,000.00 | Ongoing Charge (%) | 0.2500 (on 14/01/2021) |
The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with an adventurous risk profile over the same time period.
Paul Niven
Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the Foreign and Colonial Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999, after undertaking a fund management position in Pacific Basin Equities. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 (including large portfolios for insurance clients) and is Chair of the Investment Policy Group. He is responsible for strategic and tactical portfolio construction as well as manager selection across a variety of institutional mandates. Paul graduated from the University of Strathclyde with a BA (Hons) in Accounting and Economics, obtained an MPhil in Finance, and is a member of the UK CFA Institute.
Robert Plant
Robert Plant is a Director within the Multi-Asset team providing macro strategy input to a range of investment portfolios. Robert joined the group in October 2013 having previously worked for GLC’s Global Macro programme for six years where he was responsible for equity market research, investment analysis and risk management. Prior to this he was at Deutsche Bank as a securities analyst in the real estate asset management unit, responsible for valuing European companies. Robert has an honours degree in Business and Financial Economics from the University of Leeds.
Name | Weight |
---|---|
Asia Pacific ex Japan Equities | 2.00% |
Europe ex UK Equities | 12.00% |
Global Emerging Market Equitie | 1.00% |
Japanese Equities | 5.00% |
Money Market | 5.00% |
North American Equities | 46.00% |
UK Equities | 26.00% |
Name | Weight |
---|---|
Europe ex UK | 12.00% |
Global Emerging Markets | 1.00% |
Japan | 5.00% |
Money Market | 5.00% |
North America | 46.00% |
Pacific ex-Japan | 2.00% |
UK | 26.00% |
Name | Weight |
---|---|
BLACKROCK HIGH YIELD ESG FUND | 4.00% |
APPLE INC | 2.00% |
HOME DEPOT INC | 2.00% |
ROCHE HLDG AG | 2.00% |
UNILEVER PLC | 2.00% |
ACCENTURE PLC | 1.00% |
ALPHABET INC | 1.00% |
AMAZON.COM INC | 1.00% |
CITIGROUP INC | 1.00% |
DEUTSCHE TELEKOM AG | 1.00% |
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.