BMO Responsible Global Equity I Inc EUR

Ranked 167 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Nick Henderson

Jamie Jenkins

Jamie Jenkins is head of the responsible global equities team at BMO Asset Management. Jenkins joined the firm in 2000 and is lead manager of the BMO Responsible Global Equity fund. Prior to joining the firm, he worked at Hill Samuel Asset Management as a Japanese equities fund manager. He holds an MA in history from the University of Edinburgh, has obtained his IIMR qualifications and is a member of the CFA Society of the UK.

Objective

Sub-fund focuses on long-term capital growth through investment in companies across the world. Its objective is to maximise returns through investment in an ethically screened and diverse universe of companies. Sub-fund will invest at least two thirds of its total assets in equity and equity-related securities (excluding convertible bonds and bonds with warrants) of companies, in any market, that meet the ethical and sustainable criteria. The Portfolio will hold a minimum of 51% in equities that are held on an exchange.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.5%
2018 -2.7% -3.6% 8.5% 7.3% -13.3%
2017 17.3% 6.0% 3.1% 2.3% 5.0%
2016 22.6% 0.8% 7.7% 9.3% 3.4%
2015 9.6% 10.6% -3.8% -4.5% 7.9%
2014 7.1% -2.3% -0.5% 4.3% 5.6%
2013 25.6% 15.8% 1.4% 1.3% 5.6%
2012 10.8% 11.9% -4.7% 2.2% 1.7%
2011 -8.4% -0.2% 0.9% -13.8% 5.5%
2010 15.0% 8.4% -9.6% 7.6% 9.0%
2009 22.5% -5.6% 5.4% 20.2% 2.4%
2008 -20.6% -11.0% 4.7% -9.4% -6.0%
2007 9.7% 2.6% 5.0% -0.5% 2.3%
2006 -0.1% 7.7% -10.1% 0.0% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date12/12/2005
  • Share Class size183Mn
  • Base currencyEUR
  • ISIN LU0234761939

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).