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BMO Investment Trust

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At BMO, our aim is to help our clients overcome the challenges they face and deliver the investment outcomes they seek. We've been helping clients with their financial needs for over 200 years.

A lot has happened since 1817, including the launch of the world's oldest collective investment fund vehicle - F&C Investment Trust over 150 years ago. This fund made investing more accessible to individual investors and we are proud to still manage it today.

We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of the two and with a specific regional focus or with a global remit.

BMO Capital and Income Trust plc (LSE:BCI)

The Trust looks to generate long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. The Trust is heavily biased towards companies that look capable of paying a reliable and growing income to shareholders. Given this emphasis the fund manager focuses on attractively valued, well established companies characterised by strong balance sheets and robust cash flow. The Trust looks to grow its dividend consistently over time and dividends are paid at the end of each calendar quarter.

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