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BMO Global Smaller Companies Plc (FCS.NZ)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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1,243.00-11.00 (-0.88%)
At close: 06:07PM EDT

BMO Global Smaller Companies Plc

80 George Street

Primrose Street

Management information
Peter Ewins,Lead manager since 30 July 2005
Peter Ewins is a Director and Portfolio Manager in the Global Small Cap Equity team. He joined the Group in 1996. Prior to this, he worked for Municipal Mutual Insurance and Commercial Union Insurance (1989-93) and ESN Pension Management (1994-96). Peter has a BA (Hons) in Economics and Statistics from the University of Exeter and is a member of the CFA Society of the UK.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGlobal Small-Cap Equity
Fund familyBMO Investment Business Ltd
Net assets799.83M
YTD return-9.39%
Yield1.25%
Morningstar rating★★★★
Inception date14 Feb 1889

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnover25.35%
Average for categoryN/A

Fees and expenses

ExpenseFCS.NZCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A