BMO Universal MAP Growth 3 Acc

Ranked 4 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Paul Niven

Paul Niven is managing director and head of multi-asset portfolio management at BMO. He is also fund manager of the F&C Investment Trust. Niven joined the firm in 1996 and has worked in investment since 1999, after undertaking a fund management position at Pacific Basin Equities. He has had responsibility for the management of multi-asset mandates within the group since 2002 and is chair of the Investment Policy Group. He is responsible for strategic and tactical portfolio construction as well as manager selection across a variety of institutional mandates. Niven graduated from the University of Strathclyde with a BA (Hons) in accounting and economics, obtained an MPhil in finance, and is a member of the UK CFA Institute.

Objective

The Fund seeks to provide long term growth (combining capital and income) consistent with a high volatility level over the long term.Fund will gain exposure to a range of global asset classes.Fund will maintain, in normal market conditions, an exposure to equities of between 40% - 80% of the value of the portfolio.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -0.5% -4.1% 7.2% 3.0% -5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/11/2017
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00BF99W177

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0.25%

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