BMO MM Navigator Balanced A Acc

Ranked 252 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Robert Burdett

Robert Burdett is co-head of the multi-manager team at BMO Asset Management. He shares responsibility for the performance of the team’s portfolios with Gary Potter and leads research teams for UK, Japan and European equities. Burdett joined the group in 2007 via Thames River Capital. Prior to this he was at Credit Suisse from 2001, where he was jointly responsible with Gary Potter for their multi-manager funds. Prior to that he was at Rothschild Asset Management. Burdett began his career in stockbroking in 1985, moving into multi-manager field in 1991. He is a chartered fellow of the Chartered Institute for Securities & Investment and holds their diploma.

Gary Potter

Gary Potter is co-head of the multi-manager team at BMO Asset Management. He shares overall responsibility for the performance of the team’s portfolios with Rob Burdett and leads research teams for UK income, US, Asia and emerging market equities. Potter joined the group in 2007 via Thames River Capital. Prior to this he was at Credit Suisse from 2001, jointly responsible with Rob Burdett for their multi-manager funds. He joined from Rothschild Asset Management Limited. Potter began his career in 1981 in private client fund management where his responsibilities extended to a specific focus on asset allocation and stock research. He moved into the multi-manager field in 1992. Potter is a chartered fellow of the Chartered Institute for Securities & Investment.

Objective

The funds investment objective is to achieve a balance between capital growth and reasonable income.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 252/262 Total Return
  • Rank 133/262 Standard Deviation
  • Rank 196/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -9.7% -3.9% 3.4% 0.0% -9.1%
2017 11.5% 4.8% 2.2% 1.1% 2.9%
2016 12.0% -0.5% 0.2% 10.2% 2.0%
2015 4.5% 6.6% -1.5% -5.8% 5.7%
2014 4.8% 1.0% 0.2% 0.9% 2.7%
2013 19.5% 9.2% -0.2% 5.6% 3.8%
2012 11.6% 8.5% -5.8% 5.1% 3.9%
2011 -10.0% 0.3% -0.3% -11.9% 2.2%
2010 11.5% 5.5% -7.7% 7.2% 6.8%
2009 16.4% -4.7% 5.3% 14.7% 1.1%
2008 -18.6% -7.2% -0.9% -8.9% -2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Majedie UK Focus X Acc 8.12%
Artemis US Extended Alpha I GBP 6.66%
GBP Cash 6.36%
Man GLG Undervalued Assets Professional Inc D GBP 6.00%
Conventum Lyrical Fund I 4.71%
Majedie Asset Management Tortoise G Acc 4.41%
Memnon European Fund U2 GBP 4.34%
GVQ UK Focus I 4.24%
TT Asia Ex Japan Equity A2 4.03%
Legg Mason WA Macro Opportunities Bd A USD Dist S 3.97%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2007
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN GB00B23Y3920

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

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

Related News

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