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Global reach, regional expertise

Global reach, regional expertise

BMO Global Asset Management provides individual and institutional clients with innovative, advice-driven solutions, delivered with integrity and service excellence. And each is backed by the strength and stability of BMO Financial Group, a global financial services leader.

Jonathan Goll

Director, Institutional Business
+612 9293 2811

Email Jonathan

Michael Angwin

Director, Intermediary Business
+612 9293 2804

Email Michael


BMO Global Asset Management offices



BMO Pyrford Global Absolute Return Fund

BMO Pyrford Global Absolute Return Fund

BMO Pyrford Global Absolute Return Fund (APIR: PER0728AU)

The Fund seeks to provide a stable stream of real returns over the long term with low absolute volatility and significant downside protection.



Fund ratings

Report date: 11 September 2017

Disclaimer

©2017 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").

The Morningstar Analyst Rating for funds is the summary expression of Morningstar's forward-looking analysis. Morningstar analysts assign the ratings globally on a five-tier scale with three positive ratings of Gold, Silver, and Bronze, as well as Neutral, Negative, and Under Review designations. The Analyst Rating is based on the analyst's conviction in the fund's ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term.

Disclaimer

The Lonsec Rating (assigned 3 January 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold BMO Global Asset Management product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec's Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

Disclaimer

The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 rating (assigned 17 October 2017) referred to in this document is limited to "General Advice" (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs.

Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessment's and at http://www.zenithpartners.com.au/RegulatoryGuidelines.




BMO LGM Global Emerging Markets Fund

BMO LGM Global Emerging Markets Fund

BMO LGM Global Emerging Markets Fund (APIR: PER0736AU)

The Fund seeks capital appreciation by investing in a diversified portfolio of common stocks of foreign companies located, or with primary operations, in emerging market countries.


Fund ratings

Disclaimer

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.




If you are not a wholesale client, and you want information about BMO Funds (Australia), please contact Perpetual Trust Services Limited.

This website is not an offer or a recommendation to purchase or sell any investment. A product disclosure statement for the BMO Pyrford Global Absolute Return Fund and BMO LGM Global Emerging Markets Fund (the Funds) is issued by, and available from, Perpetual Trust Services Limited and should be considered before making a decision to invest in the Funds.

The information on this website is general information only and does not take into account an investor's objectives, financial situation and needs. Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds (Australia). This and other important information is contained in the relevant offer documents for the BMO Funds (Australia), which can be obtained by contacting Perpetual Trust Services Limited. Before investing, you should read these documents carefully and obtain advice tailored to your personal circumstances. Past performance is not a reliable indicator of future performance.