BMO Global Smaller Companies Equity A Acc USD

Ranked 21 out of 35 in - Global Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Catherine Stanley

Catherine Stanley is a managing director and head of the Global Small Cap team at BMO Asset Management. Since June 2009, Stanley has been lead manager of the BMO Responsible UK Equity fund and the BMO Responsible UK Income fund, and in June 2013 the Global Smaller Cap Equity Fund was launched with Stanley as lead. She joined the group in 2000. Prior to this Stanley spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in geography from the University of Oxford and is a member of the CFA Society of the UK.

Objective

The investment objective of this sub-fund is to make available to investors participation in a Portfolio consisting of listed securities of companies on a worldwide basis. The investment policy is directed towards achieving long-term capital growth through investment in small and medium sized companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -7.4% -2.3% 7.1% 2.5% -13.6%
2017 15.6% 4.8% 2.0% 3.2% 4.8%
2016 24.6% 1.8% 4.5% 11.2% 5.3%
2015 11.6% 9.5% -1.3% -4.3% 7.9%
2014 9.2% 2.2% -0.3% 0.1% 7.1%
2013 2.9% 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD Cash 3.88%
Alleghany Corp ORD 2.94%
STERIS plc ORD 2.59%
CDW Corp ORD 2.21%
Sirius Real Estate Ltd ORD 2.10%
WEX Inc ORD 2.08%
CLS Holdings PLC ORD 1.97%
Waste Connections Inc ORD 1.94%
Merlin Properties SOCIMI SA 1.83%
ICON PLC ORD 1.79%
28/02/2019

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Malta
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date28/06/2013
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0947182795

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).