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ii Super 60 - BMO Commercial Property

ii Super 60 investments:
BMO Commercial Property

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Asset Group Asset Sub-Group Investment Category
Alternatives Property Income

Selection rationale:
BMO Commercial Property (previously F&C Commercial Property) is the largest trust in the direct property investment trust sector and has one of the most experienced management teams, led by Richard Kirby. The trust has a strong performance record, having outperformed the UK property market in virtually every year since launch in 2005. BMO Commercial Property’s yield makes it attractive for income investors.

The quality and diversity of the properties in the trust’s portfolio stands it in good stead in current market conditions.

The trust’s investment policy contains various limits on how the portfolio is managed that help to maintain diversification and reduce risk. For example, no single property can account for more than 15% of gross assets at the time of acquisition and the largest five properties must be no more than 40% of gross assets. Short leasehold properties (with less than 60 years remaining) cannot exceed 10% of total assets at the time of acquisition. There are also limits on the proportion of the portfolio which may be held in different sectors such as offices, retail and industrial property.

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The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided are a “personal recommendation”, therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.