BMO Global Equity Market Neutral


Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor F&C Management Limited
Fund Currency GBP
Fund AUM £396.8m
Fund AUM as of 31 July 2019
Fund Inception 13 July 2015
Fund Indices AH Market Neutral UCITS Index
Sub Index - Market Neutral Systematic

Fund Objective

The objective is to provide capital growth, over the medium term. The Fund aims to achieve this objective by pursuing a global long/short equity market neutral strategy. The Fund will mainly invest in short dated bonds and other money market instruments for liquidity purposes and collateral management. The Fund will implement the long/short strategy by investing in derivatives on customised baskets of global equity securities. The equity securities are selected by the Investment Manager for purchase or sale using a systematic stock selection process to hold a long position to the investments it favours and a short position to the investments it does not favour. The Company may also invest in listed and unlisted, rated and unrated equity and debt securities, depositary receipts, warrants, collective investment schemes and cash.


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