Montanaro UK Income GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.57
  • 3 Year alpha6.85
  • Distribution Typeaccumulation
  • BenchmarkIA UK All Companies Sector
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.84%
  • IA SectorUK All Companies
  • Manager GroupMontanaro
  • DomicileIreland
  • ISINIE00BFFK9L34

Investment Strategy

The investment objective of the Fund is to deliver capital growth and income. The Fund shall invest primarily in Small Cap and Mid Cap companies quoted in the United Kingdom offering an attractive dividend yield or the potential for dividend growth. Up to 20% of net assets may be invested in companies quoted in the European Union, Iceland, Norway and Switzerland. No unquoted investments are permitted.

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