| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for LF Montanaro Better World B Inc GBP)
| Fund Size | 37,404,134.00 | Launch Date | 31/01/2020 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 50,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BMW2NP33 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 0.8000 (on 27/08/2020) |
To achieve capital growth, over any five year period, after all costs and charges have been taken, by investing in companies which make a positive impact on society or the environment. 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.
Mark Rogers
Mark graduated with a degree in Banking and Finance from the University of Wales, Bangor in 1986. Since then he has spent his whole career in the asset management industry, the last 12 years managing buy side research teams. His first 4 years was with Bankers Trust Asset Management as a UK portfolio manager, running funds on behalf of UK pension clients. Then Mark joined Nomura Asset Management in 1990 where he worked for 17 years, first as a European equities portfolio manager for US Pension clients and then as Head of Research where he built up a team of 14 in-house sector analysts in London and New York.In 2007 Mark left to join Fidelity Worldwide Investments in London as Director of European Equity Research. In this role Mark helped to manage and coach the 45 strong buy side analyst team. In March 2014 Mark joined Montanaro as Head of Research. Mark also manages the MidCap Fund and in 2018 he became co-Fund Manager of the Better World Fund. He is a member of both the Investment and ESG Committees.
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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