Montanaro UK Income Fund GBP Class
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.09
£-0.015 (-1.36%)
Fund Code
MTUKI
BYSRYZ3
IE00BYSRYZ31
Prices updated as at 12 Nov 2024
Prices in GBP
Investment objective
The investment objective of the Fund is to deliver capital growth and income. The Fund shall invest primarily in SmallCap and MidCap 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.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
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
Growth chart of 1,000
Please note that past performance is not a reliable indicator of future returns.