Bmo Concentrated Global Fund Quote
| 0P0001D8QF | CAD 18.75 0.27 1.42% |
Performance3 of 100
| Odds Of DistressLess than 10
|
BMO Concentrated is trading at 18.75 as of the 1st of February 2025, a 1.42% down since the beginning of the trading day. The fund's lowest day price was 18.75. BMO Concentrated has less than a 10 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
This funds objective is to achieve long-term capital appreciation through investment in a portfolio of high quality equity or equity-related securities of issuers throughout the world. BMO Concentrated is traded on Toronto Stock Exchange in Canada. More on BMO Concentrated Global
Moving together with BMO Fund
| 0.88 | 0P0000IUYO | Edgepoint Global Por | PairCorr |
| 0.81 | 0P00012UCU | RBC Global Equity | PairCorr |
| 0.71 | 0P000072UA | Invesco Global Companies | PairCorr |
| 0.77 | 0P0000MOTX | Manulife Global Equity | PairCorr |
| 0.77 | 0P0000752C | CI Black Creek | PairCorr |
BMO Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. BMO Concentrated's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding BMO Concentrated or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | World Allocation Funds (View all Themes) |
| Fund Concentration | World Allocation Funds, Global Equity, BMO Asset Management Inc (View all Sectors) |
| Startdate | 14th of May 2018 |
BMO Concentrated Global [0P0001D8QF] is traded in Canada and was established 1st of February 2025. The fund is listed under Global Equity category and is part of BMO Asset Management Inc family. The entity is thematically classified as World Allocation Funds. BMO Concentrated Global presently has accumulated 942.81 M in total net assets with minimum initial investment of 500. , while the total return for the last year was 6.64%.
Check BMO Concentrated Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on BMO Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding BMO Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as BMO Concentrated Global Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
BMO Concentrated Global Risk Profiles
Although BMO Concentrated's alpha and beta are two of the key measurements used to evaluate BMO Concentrated's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4803 | |||
| Semi Deviation | 0.6252 | |||
| Standard Deviation | 0.6303 | |||
| Variance | 0.3973 |
BMO Concentrated Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in BMO Concentrated without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Correlation AnalysisReduce portfolio risk simply by holding instruments which are not perfectly correlated |
| All Next | Launch Module |
Other Information on Investing in BMO Fund
BMO Concentrated financial ratios help investors to determine whether BMO Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BMO with respect to the benefits of owning BMO Concentrated security.
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