| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for BMO Select UK Equity L Acc)
| Fund Size | 45,232,700.00 | Launch Date | 24/04/1970 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BM9GGX75 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.1600 (on 14/01/2021) |
The Fund aims to achieve long term capital growth, with some income.
David Moss
David Moss is a fund manager and Head of the European Equities team. From 1998-1999, he focused on UK Equity and prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. He joined the Group in 1996. David began his career in 1987 at Barclays Bank, where he worked as an Analyst on the Corporate Lending Team, working primarily with recovery situations for small to medium-sized enterprises. David graduated from the University of Loughborough in 1996 with a BSc Economics. He has obtained his ACIB and IIMR qualifications and is a member of the CFA Society of the UK.
| Name | Weight |
|---|---|
| Basic Materials | 5.00% |
| Consumer Goods | 23.00% |
| Consumer Services | 14.00% |
| Financials | 17.00% |
| Health Care | 10.00% |
| Industrials | 22.00% |
| Money Market | 0.00% |
| Oil & Gas | 2.00% |
| Utilities | 2.00% |
| Name | Weight |
|---|---|
| UNILEVER PLC | 7.00% |
| DIAGEO | 6.00% |
| ASTRAZENECA PLC | 5.00% |
| GLAXOSMITHKLINE | 4.00% |
| RECKITT BENCKISER GROUP PLC | 4.00% |
| BUNZL | 3.00% |
| CLOSE BROS GROUP PLC | 3.00% |
| COMPASS GROUP | 3.00% |
| RELX PLC | 3.00% |
| RIO TINTO | 3.00% |
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.
Fund data supplied by
