October 2021
Fund Research
BMO UK High Income
BHI provides both an attractive yield and capital growth via exposure to high-quality, fast-growing and innovative companies…
27 Oct
27 Oct
Fund Research
TR Property
TRY has a number of key advantages over a direct physical property trust…
27 Oct
27 Oct
Fund Research
BMO Private Equity
BPET currently seems to be in a private equity sweet spot, potentially making its discount attractive…
13 Oct
13 Oct
July 2021
Strategy
Every which way but loose
We break down the AIC Flexible sector into more useful segments…
21 Jul
21 Jul
Features
We've changed, and returns prove it...
BMO High Income's strong run during the pandemic shows the benefits of the changes which have been made since the new manager took over in 2017...
07 Jul
07 Jul
Fund Research
BMO Global Smaller Companies
BGSC is one of the few trusts to offer a truly diversified approach to global small caps, with an attractive discount and incoming tailwinds...
19 Jul
19 Jul
May 2021
Strategy
The complexity premium
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
19 May
19 May
Fund Research
F&C Investment Trust
FCIT is celebrating its 50th year of consecutive dividend growth…
21 May
21 May
Fund Research
European Assets
EAT offers the enviable combination of sector-leading yield with good long-term returns driven by European small caps…
19 May
19 May
April 2021
Fund Research
BMO Commercial Property
BCPT now offers a dividend yield of 5.5%, having restored 70% of its pre-crisis payment…
26 Apr
26 Apr
Fund Research
BMO Private Equity
BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…
21 Apr
21 Apr
Fund Research
TR Property
TRY offers a diversified and flexible way to invest in property, via listed equities…
21 Apr
21 Apr
March 2021
Strategy
Shoot to Thrill: ISA targets for long term growth
We all intend to invest for the long-term but can often be distracted by the news...
24 Mar
24 Mar
Strategy
After the storm
We look at the outlook for dividends in the UK commercial property sector and consider how the portfolio of the future will look after COVID…
17 Mar
17 Mar
Strategy
Strength in depth
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
03 Mar
03 Mar
Replay
Slides and Audio: BMO Managed Portfolio
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
News
Results analysis: F&C Investment Trust
We examine the full year results released by the board of FCIT, assessing what has driven the trust’s performance and how it continues to offer a unique proposition in the global equity space…
12 Mar
12 Mar
Fund Research
BMO Managed Portfolio
Offering both Growth (BMPG) and Income (BMPI) share classes, BMO Managed Portfolio Trust allows shareholders to switch annually between share classes in a tax efficient manner...
04 Mar
04 Mar
Fund Research
BMO UK High Income
BHI has undergone a shift towards a greater focus on capital growth, whilst also providing an attractive return by way of dividends/capital repayments...
03 Mar
03 Mar
February 2021
Strategy
Eye of the Pfizer
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
10 Feb
10 Feb
Strategy
Eurovision 2021
Eight charts to guide investors through Europe...
04 Feb
04 Feb
Fund Research
BMO Real Estate Investments
BREI offers an attractively high yield from a wide discount…
24 Feb
24 Feb
November 2020
Fund Research
BMO Private Equity
BPET has slipped to a meaningful discount, but offers a differentiated strategy that has outperformed equity markets…
25 Nov
25 Nov
Fund Research
European Assets
EAT offers investors a high level of income from small- and mid-cap companies in Europe…
23 Nov
23 Nov