Montanaro Better World GBP DIs

Ranked 5 out of 36 in - Global Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Charles Montanaro

Charles Montanaro was born in 1955 in Kent, United Kingdom. He graduated from Durham University in 1976 with an Honours degree in Anthropology. In 1980, Charles joined Merrill Lynch as a private client broker in London and went on to become senior vice president for Dean Witter Reynolds (1984) and Drexel Burnham Lambert (1987). In 1990, he joined MMG Patricof (now Apax Partners) as a director of investment banking. Charles founded Montanaro in August 1991, and is currently the chief executive and lead manager from launch of the Montanaro European Smaller Companies fund. His investment style focuses on value by investing in growth companies. Charles enjoys soccer, tennis, chess, cinema, music and walking when he is not working.

Objective

The Fund will invest in global Small and MidCap companies with a market capitalisation smaller than the largest constituent of the MSCI World SMID Cap Index at the time of initial investment. With the exception of permitted investments in unlisted instruments, the securities in which the Fund invests will be listed or traded on Recognised Markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.0%
2018 4.6% -16.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date10/04/2018
  • Share Class size147Mn
  • Base currencyGBP
  • ISIN IE00BYWFFF02

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.85%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).