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BMO Managed Growth 1 Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider BMO Asset Management Limited
Fund Summary The objective is to provide capital growth. The Manager seeks to achieve this by investing mainly in a portfolio of shares in other authorised and recognised collective investment schemes. The portfolio will usually consist of shares in other F&C collective investment schemes including securities companies and money market schemes covering a wide spread of UKand international equity and fixed interest assets including an element of currency exposure. Similar schemes of other managers may be included from time to time as appropriate.
SEDOL code 3314173
ISIN GB0033141739
Fund code FCMGI
Managers Paul Niven
Manager Tenure 9 years
Morningstar Category GBP Moderately Adventurous Allocation
IMA Sector Flexible Investment
Fund Size £78 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 2.02%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £3.4770
Buy Price £3.4770
Price Change -0.0287%
Price Date 14th November 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 8th February 2006
Fund Status OPEN
Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the F&C Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 and is Chair of the Investment Policy Group. Paul 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.

3-year Mean Monthly Return: 0.376%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +1.27% +5.69% +10.52% +19.55% +0.43% +6.18% +13.85% +13.46% -7.36% +8.17%
Benchmark Performance
(GBP Moderately Adventurous Allocation)
+3.86% +5.10% +9.07% +15.70% +0.07%
Time Period Cumulative Benchmark Performance
(GBP Moderately Adventurous Allocation)
Fund Compared to Benchmark
1 day -0.20% +12.90% -13.10%
1 week -0.03% +1.37% -1.40%
1 month 0.67% +1.32% -0.65%
3 months 0.55% +5.18% -4.63%
6 months 4.04% +8.55% -4.51%
1 year 5.14% +6.14% -1.00%
3 years 5.45% +6.45% -1.00%
5 years 6.61% +7.20% -0.59%
10 years 6.82% +8.02% -1.21%
YTD 9.82% +0.03% +9.79%
Since inception Currently unavailable Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
BMO North American Equity 4 Acc GBR 16.61%
BMO Global Total Ret Bd (GBP Hdg) 4 Inc GBR 15.82%
BMO FTSE All-Share Tracker 4 Inc GBR 11.80%
BMO Global Smaller Coms Eq I Acc GBP LUX 11.28%
BMO Select European Equity 4 Inc GBR 10.63%
BMO Pacific Equity 2 Acc GBR 8.16%
BMO Global Equity Market Netrl V10 3 Acc GBR 7.41%
Vanguard FTSE Japan ETF $Dis IRL 5.63%
BMO UK Equity Income 4 Inc GBR 4.36%
Xtrackers MSCI Pacific ex Japan ETF 1C LUX 3.19%

Currently unavailable