LSE - Delayed Quote GBp

BMO Global Equity Fund 4 Inc (0P000021FJ.L)

137.70
0.00
(0.00%)
At close: May 24 at 9:00:00 PM GMT+1
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DELL
  • Previous Close 137.70
  • YTD Return 9.46%
  • Expense Ratio 0.00%
  • Category Global Large-Cap Blend Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 31.18M
  • Beta (5Y Monthly) 0.95
  • Yield 1.52%
  • 5y Average Return --
  • Holdings Turnover 274.80%
  • Last Dividend 0.02
  • Inception Date Dec 31, 2002

The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities 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. The Fund may be invested in any industry sector and in any country.

BMO Fund Management Limited

Fund Family

Global Large-Cap Blend Equity

Fund Category

31.18M

Net Assets

2002-12-31

Inception Date

Performance Overview: 0P000021FJ.L

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Trailing returns as of 5/24/2021. Category is Global Large-Cap Blend Equity.

YTD Return

0P000021FJ.L
9.46%
Category
6.49%
 

1-Year Return

0P000021FJ.L
23.73%
Category
11.04%
 

3-Year Return

0P000021FJ.L
8.30%
Category
2.69%
 

5-Year Return

0P000021FJ.L
10.77%
Category
6.63%
 

Holdings: 0P000021FJ.L

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Sector Weightings

Sector0P000021FJ.L
Technology   16.45%
Healthcare   14.19%
Industrials   9.27%
Utilities   3.72%
Real Estate   2.69%
Energy   2.67%

Recent News: 0P000021FJ.L

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Research Reports: 0P000021FJ.L

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