Interactive Investor

Funds Fan: Woodford’s return and the BMO sustainable fund range

The team interview BMO’s Simon Holmes, lead fund manager of the BMO Sustainable Universal MAP range.

19th February 2021 09:02

Kyle Caldwell from interactive investor

interactive investor’s Kyle Caldwell and Tom Bailey begin by debating the return of fallen star fund manager Neil Woodford and his apology to investors.

Later, Simon Holmes, lead fund manager of the BMO Sustainable Universal MAP range, joins the podcast to discuss the three multi-asset sustainable funds that are part of our Quick-Start range for beginner investors. Finally, one of our analysts examines the Guinness Asian Equity Income fund, which appears on the ii Super 60 rated funds list.


01:01 Neil Woodford’s comeback
03:20 “An apology is unusual in fund management”: the team consider other managers who have said sorry in the past
08:25 BMO’s Simon Holmes joins the podcast to discuss BMO’s range of low-cost sustainable multi-asset funds
09:45 “We designed our broader Universal range to deliver active management at passive prices across a whole range of funds with different risk targets.”
10:30 “In December 2019, we added three sustainable funds to the range - Cautious, Balanced and Growth.”
11:33 The performance of the three sustainable funds in their first year
12:37 Which fund out of Cautious, Balanced and Growth is likely to be the best performer over three to five years?
13:45 BMO’s Invest, Avoid and Improve framework
20:26 Introducing the Super 60 fund Guinness Asian Equity Income



  • Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.