BMO MM Lifestyle 5 B Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.92%
  • 3 Year sharpe0.53
  • 3 Year alpha-2.16
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.08%
  • IA SectorVolatility Managed
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B7MXZP57

Investment Strategy

The Fund aims to deliver capital growth with some income. The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.

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