BMO Responsible Global Equity Fund

This year has seen a growing interest in investments which have a positive impact on the world around us. The team at BMO are one of a handful of investment houses who have a long track record in delivering strong returns by investing in companies which make a positive impact. They benchmark performance to the MSCI World Index, but we have also included the FTSE World Index. It has outperformed both the MSCI and FTSE World Index although compared to other global funds the data we have shows it as a ‘middle of the road’ fund.

It is however important to understand that they will not invest in any company. For example, they do not invest in Tesla due to corporate governance and they have no exposure to fossil fuels. Investors are still getting rewarded and at the same time doing something good with their money. The only question we have is whether the fund gets left behind as new fresh strategies are launched….read more

Fund Facts Morningstar


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