BMO Overseas Equity-Linked UK Infl 3 Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.03
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkMSCI World Ex UK GR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.35%
  • IA SectorSpecialist
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B4NVY384

Investment Strategy

The Fund aims to combine overseas equity exposure with investment in UK government securities with some cash. The Fund will invest predominantly in over 15 year gilts with approximately 25% in cash (comprising deposits, commercial paper, certificates of deposit and short dated gilts with a maximum three months to maturity). The overseas equity exposure will comprise exchange traded futures on the following indices (with target weightings): 1/3 S&P500, 1/3 Euro stoxx 50, 1/6 Topix, 1/12 ASX200, 1/12 Hang Seng.

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