Montanaro Better World Fund GBP Distribution Class
Category Global Small/Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.347
£0.023 (+1.74%)
Fund Code
MTBWG
BYWFFF0
IE00BYWFFF02
Prices updated as at 27 May 2025
|
Prices in GBP
Investment objective
The investment objective of the Fund is to deliver long-term capital growth. The Fund shall invest in small and midcap companies primarily quoted in global markets and whose market capitalisation does not exceed that of the largest unadjusted market capitalisation of any of the constituents of Benchmark at the time of initial investment.
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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Charles Montanaro, Mark Rogers |
| 1.53 | |
| 1.17 | |
| Fund comparative index | MSCI World SMID NR LCL |
| Global | |
| - | |
| 1.02 | |
| 0.24 | |
| 0.00 | |
| Global Small/Mid-Cap Equity | |
| No | |
| Fund provider | Montanaro Asset Management Limited |
| Share class launch date | 10 Apr 2018 |
| £93.81m | |
| - | |
| - | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
