BMO Sustainable Opportunities Global Equity Fund C Acc

Register to Unlock Ratings
Performance History30/04/2022
Growth of 1,000 (GBP) Advanced Graph
BMO Sustainable Opportunities Global Equity Fund C Acc
Fund-1.829.522.516.5-13.2
+/-Cat2.95.3-1.21.90.4
+/-B’mrk0.61.9-7.0-1.70.3
 
Key Stats
NAV
20/05/2022
 GBX 110.10
Day Change 1.01%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN GB00BYZ62V52
Fund Size (Mil)
19/05/2022
 GBP 75.32
Share Class Size (Mil)
19/05/2022
 GBP 22.92
Max Initial Charge -
Ongoing Charge
26/01/2022
  0.80%
Investment Objective: BMO Sustainable Opportunities Global Equity Fund C Acc
The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities (ordinary shares) of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in large companies and on the world’s main markets but may, at the investment manager’s discretion, also invest in smaller or medium sized companies and on smaller markets.
Returns
Trailing Returns (GBP)20/05/2022
YTD-17.65
3 Years Annualised9.32
5 Years Annualised10.87
10 Years Annualised-
12 Month Yield 0.26
Management
Manager Name
Start Date
Nick Henderson
01/01/2016
Jamie Jenkins
01/01/2015
Inception Date
16/11/2015
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World GR GBPMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  BMO Sustainable Opportunities Global Equity Fund C Acc31/03/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.960.0098.96
Bond0.000.000.00
Property0.000.000.00
Cash1.040.001.04
Other0.000.000.00
Top 5 Regions%
United States55.30
Eurozone12.97
Japan9.18
United Kingdom8.17
Europe - ex Euro5.11
Top 5 Sectors%
Technology21.62
Healthcare21.35
Financial Services17.64
Industrials17.53
Basic Materials8.11
Top 5 HoldingsSector%
Linde PLCBasic MaterialsBasic Materials3.87
Thermo Fisher Scientific IncHealthcareHealthcare3.48
Motorola Solutions IncTechnologyTechnology3.29
Humana IncHealthcareHealthcare3.20
Intercontinental Exchange IncFinancial ServicesFinancial Services3.20
BMO Sustainable Opportunities Global Equity Fund C Acc

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)