| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for BMO UK Smaller Companies L Acc)
| Fund Size | 26,888,500.00 | Launch Date | 04/02/1988 | 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 | GB00BMY8DZ90 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.0700 (on 14/01/2021) |
The Fund aims to achieve medium to long-term capital growth with some income.
Catherine Stanley
Catherine Stanley is a Managing Director and Head of the Global Small Cap Equity team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Small Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA.
Patrick Newens
Patrick Newens is a Director and Portfolio Manager in the Global Small Cap Equity team. Patrick joined the firm in 2004 as a member of the Strategy team. Prior to this, Patrick worked as a consultant with Deloitte, specialising in Capital Markets. Patrick graduated from the University of Nottingham in 2001 with a BA (Hons) in Economics. He holds the IMC qualification and is a CFA charterholder.
| Name | Weight |
|---|---|
| Basic Materials | 7.00% |
| Consumer Goods | 9.00% |
| Consumer Services | 15.00% |
| Financials | 19.00% |
| Health Care | 6.00% |
| Industrials | 30.00% |
| Money Market | 0.00% |
| Oil & Gas | 2.00% |
| Others | 3.00% |
| Technology | 6.00% |
| Name | Weight |
|---|---|
| CLIPPER LOGISTICS PLC | 2.00% |
| POLYPIPE GROUP PLC | 2.00% |
| TEAM17 GROUP PLC | 2.00% |
| TREATT | 2.00% |
| XP POWER LTD | 2.00% |
| BREEDON GROUP PLC | 1.00% |
| CLS HLDGS PLC | 1.00% |
| COMPUTACENTER | 1.00% |
| OSB GROUP PLC | 1.00% |
| SIRIUS REAL ESTATE LTD ORD NPV | 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.
Fund data supplied by
