BMO Universal MAP Balanced 3 Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.33%
  • 3 Year sharpe0.80
  • 3 Year alpha1.01
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.25%
  • IA SectorVolatility Managed
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00BF99VZ45

Investment Strategy

The Fund seeks to provide long term growth (combining capital and income) consistent with a balanced volatility level over the long term. The Fund will gain exposure to a range of global asset classes. At any one time the Fund may be invested in any one or more of the following: collective investment schemes, equities, fixed income securities (government and non-government bonds), derivatives, money-market instruments, deposits, cash and near cash, real estate investment trusts and other transferable securities. The Fund may use derivatives for investment purposes as well as for efficient portfolio management.

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