Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

BMO MM Lifestyle 3 B Acc

Ranked 58 out of 129 in - Conservative 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 Fund aims to secure a return combining capital and income. The Fund's risk profile matching portfolio will invest primarily through collective investment schemes. The majority of this investment in collective investment schemes will be used to obtain exposure to cash, government and corporate bonds with the balance split between exposure to a range of equities and an allocation to property. The Fund may also invest directly and indirectly in transferable securities, money market instruments and deposits and may use derivatives for investment purposes to increase, maintain and reduce its investment exposures."

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.0%
2018 -3.1% -1.7% 1.8% -0.7% -2.5%
2017 5.2% 2.4% 0.5% 0.2% 2.0%
2016 8.3% 1.1% 1.7% 4.9% 0.3%
2015 2.8% 3.7% -1.4% -1.1% 1.7%
2014 5.7% 0.6% 1.1% 1.1% 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Aviva Investors Sterling Liquidity 3 8.30%
Allianz Index-Linked Gilt E Inc GBP 6.98%
Lyxor Core FTSE Acturs UK Gilts(DR)UCITS ETF-Dist 6.95%
M&G Global Macro Bond Sterling I Income 6.02%
Royal London Sterling Credit Z 5.88%
Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg 4.58%
GBP Cash 4.44%
Liontrust Strategic Bond M Inc 4.26%
Janus Henderson Strategic Bond I Inc 3.51%
Man GLG Undervalued Assets Professional Inc D GBP 2.90%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/12/2013
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00BG5GMB95

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • 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).