WS Montanaro Funds - WS Montanaro Global Select Fund A GBP Accumulation

Category Global Small/Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.619

arrow-up£0.002 (+0.09%)

Fund Code

LFGAA

BJRCFN9

GB00BJRCFN97

Prices updated as at 29 Jan 2025

Prices in GBP

Investment objective

To achieve capital growth in excess of the MSCI World SMID Cap Index (Total Return) over any five year period, after all costs and charges have been taken. To invest at least 60% of its assets in the shares of small and medium sized companies, including Real Estate Investment Trusts (REITs).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	0.90
	0.13
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Annual Reports	30 Jun 2024	pdf
Interim Short Report	30 Jun 2024	pdf
Key Information Document / Technical Guide	31 Jan 2024	pdf
Annual Short Report	30 Apr 2023	pdf

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Important Information

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