BMO MM Lifestyle 6 B Inc


Fund Info

  • Yield History1.96%
  • 3 Year sharpe0.97
  • 3 Year alpha0.56
  • Distribution Typeincome
  • BenchmarkCom Based on Targt Asset Aloc
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.09%
  • SectorVolatility Managed
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B503GT43

Investment Strategy

The Lifestyle Balanced risk profile matching portfolio will invest in UK equities with the balance of the Fund allocated across a principle non-UK equity markets including some exposure to emerging markets and UK corporate bonds with an allocation to property, all primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and may use derivatives to increase, maintain, and reduce its investment exposures.