BMO Managed Portfolio Income | Performance

Performance (%)

Return type 1 year 3 years 5 years 10 years
BMO Managed Portfolio Income Share price total return 26.2 22.5 51.5 119.1
Flexible Investment AIC sector Share price total return 30.4 17.0 46.0 108.7
BMO Managed Portfolio Income NAV total return 28.5 22.1 50.9 125.7
Flexible Investment AIC sector NAV total return 23.4 28.1 51.4 128.9
Morningstar UK * Total return 26.9 6.3 31.9 91.1

Discrete annual performance (%)

Return type 02/08/16 - 17 02/08/17 - 18 02/08/18 - 19 02/08/19 - 20 02/08/20 - 21
BMO Managed Portfolio Income Share price total return 19.9 3.1 5.3 -7.9 26.2
BMO Managed Portfolio Income NAV total return 18.1 5.4 3.6 -8.3 28.5
Morningstar UK * Total return 16.6 6.4 1.3 -17.3 26.9

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.