BMO GAM to rename multi-manager funds and other strategies

'Important step' for business

Laura Dew
clock • 3 min read

BMO Global Asset Management is to rename its flagship multi-manager funds to reflect their risk profiles following adviser recommendations, while also rebranding a significant number of other mandates.

The firm announced in July it would be renaming its F&C-branded funds with the BMO prefix following BMO's acquisition of F&C Asset Management in 2014. However, the group has used the rebrand as an opportunity to reassess the labelling of its open-ended range and has subsequently revealed 45 funds will change their name (see tables).  In particular, multi-manager funds led by co-heads of the multi-manager team Gary Potter and Rob Burdett will see a significant overhaul in fund naming. The £1bn multi-manager Lifestyle fund range will move away from names such as 'Cautious' and 'Balanced...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Catch up on the discussion

Professional Adviser
clock 10 October 2025 • 1 min read
MPS Watchlist - Issue 4 - Out Now!

MPS Watchlist - Issue 4 - Out Now!

Professional Adviser
clock 10 October 2025 • 1 min read
Partner Insight: Finding the right partner for a managed portfolio service

Partner Insight: Finding the right partner for a managed portfolio service

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

Chris Reah, Francis Clark Financial Planning
clock 08 October 2025 • 5 min read