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Montanaro Select EUR Dis

Ranked 3 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Alex Magni

Objective

The investment objective of the Fund is to outperform its Benchmark. The Fund shall invest primarily in SmallCap and MidCap companies quoted in the European Union (including the United Kingdom), Iceland, Norway and Switzerland whose market capitalisation shall not exceed that of the largest constituent of the STOXX Europe Mid 200 index at the time of initial investment.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.9%
2018 -6.8% -3.1% 12.3% 1.2% -15.4%
2017 26.4% 5.4% 7.7% 4.3% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date01/07/2016
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN IE00BD37Z811

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • 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).