BMO Responsible UK Equity 2
- Citicode
- IO50
- Launch Date
- 15-08-2003
- Fund Size
- £428,078,389
- Yield
- 2.30%
- Ongoing Charge
- 0.81%
- Fund Managers
- Catherine Stanley
Sonal Sagar
Fund Objective
The Fund aims to achieve capital growth, with some income, over the long term (at least 5 years). The Fund is actively managed. It is not constrained by its comparator benchmark, the FTSE All-Share TR Index, and has significant freedom to invest in a portfolio that is different to the benchmark's composition. The Fund invests at least 80% in shares of UK companies (any market capitalisation), subject to the Fund's responsible investment criteria. These criteria require the Manager to: (1) avoid investing in companies with activities contrary to the goals of making positive contributions to society and/or the environment, taking into account both product and conduct based exclusions; (2) invest predominantly in companies that meet high standards with respect to overall sustainability management; and (3) improve companies by selecting those that, in the Investment Manager's opinion, will benefit from active investor engagement.
Top 10 Holdings
Asset Class
Fund Manager
Catherine Stanley
Start Date
01-06-2009
Bio
Catherine Stanley is a Managing Director and Head of the Global Small Cap team responsible for managing a range of global and regional small cap funds. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since June 2000. Catherine has been Lead Manager of the CT Responsible UK Equity Fund and the CT Responsible UK Income Fund since 2009, and in June 2013 the CT Global Small Cap Equity Fund was launched with Catherine as Lead. Prior to joining the group, Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK.
Fund Manager
Sonal Sagar
Start Date
01-11-2024
Bio
Sonal Sagar is a portfolio manager in the UK equities team. Sonal joined Columbia Threadneedle Investments in 2015 and has been a member of the investment community since 2005. She is the lead manager of the CT UK Institutional Fund , CT UK Sustainable Equity Fund, CT UK Responsible Fund and CT Responsible UK Income as well as the lead portfolio manager on a number of institutional and core mandates. Sonal also manages the UK sleeves of the Sustainable Universal MAP range. Prior to this, Sonal worked at Jefferies International latterly covering European Aerospace & Defence and before this Global Pharmaceuticals. Previously, she was an analyst in Equity Capital Markets at Nomura International. Sonal has a BSc in Economics, Politics and International Studies from the University of Warwick and holds the Chartered Financial Analyst designation.
Data source:
All financial data is supplied by FE
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