BMO Managed Portfolio Growth Ord (LSE:BMPG)

Investment trust

Trust Info

  • Market Cap £71.270m
  • OCF 1.03%
  • AIC sector Flexible Investment
  • Manager Group BMO
  • Currency
  • ISIN GB00B2PP2527

Investment Strategy

The objective for the Growth Portfolio of assets is to provide investors with capital growth from a diversified portfolio of Investment Companies. The focus for the Portfolio will be to maximise total returns, principally through capital growth. The Manager will be entitled to acquire higher yielding Investment Companies if it believes such companies will offer superior total returns, although it is not expected that such Investment Companies will form a significant part of the Growth Portfolio. It is the Managers intention that the Growth Portfolio will be diversified through holding at least 25 investments. Each underlying investment will provide further diversification through holding a significant number of underlying investments.