BMO UK Equity Income 2 Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.28%
  • 3 Year sharpe0.32
  • 3 Year alpha-1.27
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.18%
  • IA SectorUK Equity Income
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B60HHR87

Investment Strategy

The Fund aims to achieve an income yield which is higher than that of the FTSE All-Share Index, with some long-term capital growth. The Fund invests primarily in equities of UK companies. These are companies in any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. Some companies may however have overseas earnings as part of their trading profits.

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