WS Montanaro Funds - WS Montanaro Europe (ex-UK) Small and Mid-Cap Fund A GBP Accumulation
Category Europe ex-UK Small/Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.2339
£0.00 (-0.02%)
Fund Code
LFEAA
BJRCFY0
GB00BJRCFY03
Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
To achieve capital growth 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), that: are incorporated or domiciled in the European Union (excluding the United Kingdom), Iceland, Norway and Switzerland; and are listed or traded on a stock exchange in the European Union (excluding the United Kingdom), Iceland, Norway and Switzerland; and have a maximum market capitalisation of €20 billion.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Montanaro Asset Management Limited
Fund launch date
31 Jan 2020
Domicile
United Kingdom
UCITS
Yes
Fund manager
George Cooke
Manager start date
31 Jan 2020
Fund manager biography
George graduated from the University of Nottingham in 2005 with an undergraduate degree in Management Studies. He spent a further year of study there at the end of which he was awarded a Masters (with Distinction) in Corporate Strategy & Governance.
Immediately following this, he joined the graduate scheme at Aon Benfield (formerly Aon Re). Having completed this scheme, George settled as an Analyst within the ReSolutions department where he specialised in assisting with the capital and runoff issues of insurance and reinsurance companies. During his time at the company, George received a Diploma in Insurance. He is also a CFA Charterholder.
After three and a half years with Aon Benfield, George joined Montanaro in July 2010. George is Head of Fund Management and is the Fund Manager of the European Smaller Companies Fund, the European Smaller Companies Trust and the Global Select Fund.
Head office
53 Threadneedle Street
London
United Kingdom
EC2R 8AR
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