BMO UK High Income Units (LSE:BHIU)

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Trading AccountISAJISASIPP

Trust Info

  • Market Cap£101.283m
  • OCF1.24%
  • AIC sectorUK Equity Income
  • Manager GroupBMO
  • Currency
  • ISINGB00B1N4H933

Investment Strategy

In pursuit of its objective, the Company invests predominantly in UK equities and equity‑related securities of companies across the market capitalisation spectrum. The objective will be to achieve a total return in excess of that of the FTSE All‑Share Index. The Manager will approach investment portfolio construction with the aim of maintaining a diversified portfolio with approximately 40 holdings at any given time. No single investment in the portfolio may exceed 10% of the Company’s gross assets at the time of purchase.

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