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BMO SUSTAINABLE OPPORTUNITIES GLOBAL EQUITY C

BMO SUSTAINABLE OPPORTUNITIES GLOBAL EQUITY C - Overview

Overview of BMO SUSTAINABLE OPPORTUNITIES GLOBAL EQUITY C

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BMO SUSTAINABLE OPPORTUNITIES GLOBAL EQUITY C does not fall into either of these categories at present.

  • Standard Initial Charge 0.00%
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector Global
Structure OEIC
Launched November, 2015
Size £71m
Yield 0.2%
Charging basis Income
Dividends paid Acc units only

Charges

Standard initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Ongoing charges figure 0.94%

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

No information available.

Portfolio

Allocation Proportion(%)
Equity 99
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 1
Allocation Proportion(%)
UK 8
Europe 16
North America 58
Japan 11
Pacific 5
Emerging Markets 2
Allocation Proportion(%)
Large Caps 70
Mid Caps 28
Small Caps 2

View all performance data for this fund

Investment process

The fund's objective is to provide medium to long term growth through investment primarily in global equities.

Live feed

Bid price(inc) 115.30p
Accum units 115.30p
Fund commentary
Fund data updated on 14/05/21

Asset allocation

Allocation Proportion(%)
Equity 99
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 1

Equity Geographic

Allocation Proportion(%)
UK 8
Europe 16
North America 58
Japan 11
Pacific 5
Emerging Markets 2

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 70
Mid Caps 28
Small Caps 2

Top 10 holdings

As at: 31/07/2020
6.2% Microsoft Corp
4.2% Linde Plc
3.9% Thermo Fisher Scientific Inc
3.8% Taiwan Semiconductor Co
3.5% Mastercard Inc
3.1% Accenture Plc
3% Paypal Hldgs Inc
2.9% Mettler Toledo Intl Inc
2.8% Crown Castle International Corp
2.8% Xylem Inc
Source: Trustnet

Sector breakdown

Information Technology 30%
Health Care 21%
Industrials 14%
Financials 10%
Consumer Discretionary 7%
Materials 7%
Real Estate 4%
Consumer Staples 4%
Utilities 2%
Money Market 1%

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
16/17 17/18 18/19 19/20 20/21   3 years 5 years Career 3 years 5 years Career
-0.20% 0.51% 0.14% 0.41% 0.22%   0.25% 0.21% 0.06% 94.50% 96.70% 83.20%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

BMO Global Equities Team

Manager. No information available.

Track record

Bmo Global Equities Team has 6.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.06%. During the worst period of relative performance (from May 2015 - June 2016) there was a decline of 13% relative to the index. The worst absolute loss has been 15%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 83%.

Periods of worst performance
Absolute -15% (May 2015 - January 2016)
Relative -13% (May 2015 - June 2016)

Other funds managed

Sector record since January 2015 (6 yrs)




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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