BMO MM Lifestyle 5 B Inc

Fund

Fund Info

  • Yield History1.90%
  • 3 Year sharpe1.06
  • 3 Year alpha1.18
  • Distribution Typeincome
  • BenchmarkCom Based on Targt Asset Aloc
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.05%
  • SectorVolatility Managed
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B4YRCK80

Investment Strategy

The Fund aims to secure a return combining capital and income. The Fund’s risk profile matching portfolio will invest in UK equities and corporate bonds with a lower exposure to property and a greater exposure to non-UK equities, all primarily through collective investment schemes. The Fund may also invest directly and indirectly in transferable securities, money market instruments and deposits and may use derivatives to increase, maintain, and reduce its investment exposures.