| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for LF Montanaro Global Select A Acc)
| Fund Size | 14,795,463.00 | Launch Date | 31/01/2020 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BJRCFN97 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.9000 (on 27/08/2020) |
To achieve capital growth in excess of the MSCI World SMID Cap Index (Total Return) over any five year period, after all costs and charges have been taken. Capital invested is at risk and there is no guarantee the objective will be achieved over any time period.
Charles Montanaro
Charles graduated with an honours degree in Anthropology from Durham University in 1976. He spent four years in industry before joining Merrill Lynch in 1980 as a private client broker in London. He joined Dean Witter Reynolds in 1984 and Drexel Burnham Lambert in 1987 as a Senior Vice President where, in both cases, he was their top institutional broker in the UK, joining the high-yield bond department in 1989. In 1990, Charles joined MMG Patricof (now Apax Partners) as a Director of investment banking working with UK private and public smaller companies. In August 1991, he founded Montanaro to specialise in analysing and investing in quoted European smaller companies on behalf of leading institutions. He has since launched and managed several funds and established a strong track record. In addition, he has served on the Boards of two public smaller companies. He was appointed a Director of the Montanaro European Smaller Companies plc on 12 January 2012.
Andrea Shen
Andrea graduated from Brown University (magna cum laude) with a double concentration in International Relations (honours) and East Asian Studies in 1992. She holds an M.A. in International Affairs from Columbia University (1994) as well as an M.Litt. (with Distinction) in History of Art from University of Glasgow (2011). She has also studied at the International Christian University in Mitaka, Japan. She started her career on the sell-side in the aerospace & defence equity research team at Lehman Brothers New York in 1994 as an associate. In 1998, she joined the Government of Singapore Investment Corporation (GIC) in the equities division as an investment analyst with portfolio management responsibilities, largely in the US and European industrial sectors. After 7 years at the Singaporean sovereign fund, she returned to Lehman Brothers London as a Director in Equity Research. After taking time off to have a family, she returned to work at a corporate finance boutique, ARC Associates, as Head of Research in 2011. Andrea is bilingual in Mandarin, Japanese and English.
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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