BMO Global Asset Management | Investment scheme
Data as at: 25/02/2021
Visit management group website
Investor telephone number
+44 0845600 3030
Adviser telephone number
+44 0845799 2299
Minimum investments
Regular saving (monthly)
50
Lump sum
500 (top up 250)
Charges
Fees
Initial Admin: Nil. Annual: 40. Purchase: 8 (online) 12 (post). Sale: 8 (online) 12 (post). Transfer Out: 12. Switch: Nil.
Features
Online service and online application: www.fandc.com. Statements issued twice a year.
Companies available through this Investment scheme
| Company | AIC sector | Stock exchange |
|---|---|---|
| BMO Capital & Income | UK Equity Income | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| BMO Commercial Property | Property - UK Commercial | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| BMO Global Smaller Companies | Global Smaller Companies | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE,NEW ZEALAND EXCHANGE LTD |
| BMO Managed Portfolio Growth | Flexible Investment | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| BMO Managed Portfolio Income | Flexible Investment | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| BMO Private Equity | Private Equity | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| BMO Real Estate Investments | Property - UK Commercial | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| BMO UK High Income | UK Equity Income | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| European Assets | European Smaller Companies | LONDON STOCK EXCHANGE/EURONEXT - EURONEXT AMSTERDAM,LONDON STOCK EXCHANGE |
| F&C Investment Trust | Global | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
| TR Property | Property Securities | LONDON STOCK EXCHANGE/LONDON STOCK EXCHANGE |
