BMO Global Equity 4 Inc

Ranked 294 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Erik Rubingh

Erik Rubingh joined BMO Asset Management in July 2007 and is managing director and head of factor investments. Prior to joining, Rubingh worked at ABP Investments (now APG Investments), first as senior portfolio manager in the Global Quantitative Strategies Group and later as head of that group. Rubingh graduated from Groningen University with an MSc in econometrics. He is also a CFA charterholder.

Objective

The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in large companies and on the worlds main markets but may, at the investment managers discretion, also invest in smaller or medium sized companies and on smaller markets. The Fund may be invested in any industry sector and in any country.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -4.8% -7.0% 8.0% 5.6% -10.2%
2017 13.2% 4.0% 1.1% 1.2% 6.4%
2016 27.9% 2.5% 6.1% 9.5% 7.5%
2015 5.7% 7.4% -5.6% -7.5% 12.7%
2014 19.7% 1.9% 4.0% 4.7% 7.9%
2013 29.4% 16.7% 1.8% 2.3% 6.5%
2012 9.6% 8.1% -3.7% 4.9% 0.4%
2011 -4.9% 2.2% -0.5% -12.9% 7.3%
2010 12.9% 8.3% -10.7% 3.6% 12.8%
2009 22.6% -5.5% 4.6% 18.9% 4.4%
2008 -24.9% -9.9% 2.2% -13.8% -5.4%
2007 13.4% 3.5% 4.4% 4.5% 0.4%
2006 7.1% 7.3% -6.5% 2.1% 4.5%
2005 27.7% 2.6% 4.9% 9.5% 8.4%
2004 5.6% 0.0% 0.5% 0.7% 4.3%
2003 13.3% -3.9% 8.2% 4.0% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/11/1968
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB0033139543

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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