BMO Managed Portfolio Trust PLC

The BMO Managed Portfolio Trust PLC is a funds of funds.

https://www.bmogam.com/managed-portfolio-trust/

The Managed Portfolio Trust is a ‘multi-manager’ portfolio, investing in trusts managed by different investment providers. The diversification – The multi-manager approach ensures a broad mix of holdings, including ‘alternative’ assets.

Its top ten holdings are:-

Monks Investment Trust. 4.3% of the fund

Allianz Technology Trust 3.5% of the fund

HgCapital Trust 3.3% of the fund

Polar Capital Technology Trust 3.1% of the fund

Worldwide Healthcare Trust 3.1% of the fund

RIT Capital Partners 3.0% of the fund

Mid Wynd International Investment Trust 2.9% of the fund

BH Macro 2.9% of the fund

Impax Environmental Markets 2.9% of the fund

TR Property Investment Trust 2.8% of the fund

Geographic Breakdown:-

UK 26.0% of the fund

North America 24.0% of the fund

Europe 15.0% of the fund

Cash 12.0% of the fund

Far East & Pacific 9.0% of the fund

Japan 5.0% of the fund

Fixed Interest 3.0% of the fund

China 3.0% of the fund

South America 1.0% of the fund

Africa 1.0% of the fund

Other 1.0

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