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BMO funds offer

BMO Universal Multi-Asset Portfolio Fund range

An exclusive low cost offer for interactive investor customers

 

Active management at passive prices

  • A groundbreaking new investment solution from BMO Global Asset Management.
  • Now for the first time, you can invest in an active multi-asset fund with passive prices.
  • Portfolios are allocated globally across equities and fixed income.
  • The newly launched ‘active’ Universal range has a market leading ongoing annual charge, capped at just 0.29% Ongoing Charge Figure.

Pay less with interactive investor

  • Interactive investor customers have exclusive access to a special fund class, where the Ongoing Charge Figure is reduced to just 0.25%.
  • The new BMO Universal Multi-Asset Portfolio (MAP) range offers three risk-controlled portfolio options – Cautious, Balanced and Growth – designed to cover a wide range of client needs. Most importantly, each portfolio is actively managed, and at low cost.
the BMO Universal Multi-Asset Portfolio range

Cautious Fund

factsheet

 

Balanced Fund

factsheet

Growth Fund

factsheet

interactive investor customers have exclusive access to a special fund class, where the Ongoing Charge Figure is reduced to just 0.25%.

Remember that each fund is unique and hence exposed to different levels of risk. Some are relatively low risk, whilst others can be very risky and those will only be appropriate for more sophisticated investors. There may be a Fund Manager charge, which is a percentage of the value of your investment. This can differ depending on the fund. We charge a quarterly fee to cover the cost of our services including the administration of your funds.

What will it cost to invest in these funds?

To buy and sell funds with interactive investor our normal commission charges apply (see rates and charges).

BMO Global created a share class with an ongoing charges figure of just 0.25% especially for ii customers.

Access to the 0.25% share class will be exclusive to interactive investor customers until February 2019, and will remain in place as long as you hold the investments with ii. Note interactive investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial adviser.

Not yet an ii customer?

You can invest and hold funds with any of the accounts we offer. Whether you’re looking for an everyday trading account, making the most of your ISA allowance or planning for your retirement, there’s an account for you.

Trading Account

Our flexible account, where you can invest in all markets in the way you want.

ISA

Tax-efficient, low cost stocks and shares ISA with no separate ISA fee. 

SIPP

Plan your retirement with our low-cost SIPP. Annual administration fee of just £120.