Montanaro Better World Fund
The Fund invests globally in Small & MidCap companies that make a positive impact on the world.
Product Details at a glance:
Why the Better World Fund?
The Fund invests in companies helping to solve some of the world’s major problems.
- We invest in six impact themes: Environmental Protection; Green Economy; Healthcare; Innovative Technology; Nutrition; Well-being
- Our themes support the UN Sustainable Development Goals
- Investors in Small & MidCap can make a difference through constructive engagement
- The ‘SmallCap Effect’ is global – the proven long-term outperformance of smaller companies versus their LargeCap peers*
*Source: see research from Dimson & Marsh
How we invest
Companies within the Fund must have revenue aligned to the six impact themes. Every company must be approved for impact by our ESG Committee before we can invest.
Our investment process has remained unchanged for many years:
- We invest exclusively in “Quality Growth” companies
- We generate new ideas ourselves (no brokers)
- We do thorough research ourselves, which includes detailed analysis and company site visits
- We integrate ESG fully into company analysis
- We take a conservative approach to valuation
| FUND FACTS | |
|---|---|
| Fund Name | Montanaro Better World |
| Fund Manager(s) | Charles Montanaro, Mark Rogers |
| Launch Date | 31 January 2020 |
| Offer Closes | Closed |
| Product Type | OEIC |
| Available as an ISA | Yes |
| Distribution Frequency | Semi-Annually |
| XD Dates | |
| Pricing Frequency | Daily |
| Fund Size | £124.74m |
| Share Class | A |
| Available through FundsNetwork | FundsNetwork & Aegon |
| Fund Charges | |
| Initial charge: | 0% |
| Fund Manager Ongoing Charge: | 1.00% |
| Total Service Fee p.a. | 0.43% |
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