Montanaro Better World GBP Dis

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.64
  • 3 Year alpha15.85
  • Distribution Typeincome
  • BenchmarkMSCI World SMID NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.96%
  • IA SectorGlobal
  • Manager GroupMontanaro
  • DomicileIreland

Investment Strategy

The investment objective of the Fund is to deliver long-term capital growth. The Fund shall invest in small and midcap companies primarily quoted in global markets and whose market capitalisation does not exceed that of the largest unadjusted market capitalisation of any of the constituents of Benchmark at the time of initial investment. The securities in which the Fund invests will be listed or traded on Recognised Markets.

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