Montanaro UK Smaller Companies Trust (MTU)

Category UK Small-Cap Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

98.60p

Buy

99.80p

arrow-up0.80p (+0.82%)

Discount/Premium

-9.31%

Estimated NAV

108.496p

Prices updated at 21 Mar 2025, 16:44 GMT
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Prices in GBX
Investment objective
The Company seeks to achieve its objective and to manage risk by investing in a diversified portfolio of quoted UK small companies. At the time of initial investment, a potential investee company must be profitable and no bigger than the largest constituent of the NSCI, which represents the smallest 10% of the UK Stock Market by value. At the start of 2023 this was any company below £1.62 billion in size. The Manager focuses on the smaller end of this Index.
FTSE All-Share
arrow-down-0.67%
LSE
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.

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Important Information

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