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Montanaro UK Income Sterling Seed GBP

Ranked 11 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Charles Montanaro

Charles Montanaro was born in 1955 in Kent, United Kingdom. He graduated from Durham University in 1976 with an Honours degree in Anthropology. In 1980, Charles joined Merrill Lynch as a private client broker in London and went on to become senior vice president for Dean Witter Reynolds (1984) and Drexel Burnham Lambert (1987). In 1990, he joined MMG Patricof (now Apax Partners) as a director of investment banking. Charles founded Montanaro in August 1991, and is currently the chief executive and lead manager from launch of the Montanaro European Smaller Companies fund. His investment style focuses on value by investing in growth companies. Charles enjoys soccer, tennis, chess, cinema, music and walking when he is not working.

Objective

The Fund aims to provide capital growth and income by investing primarily in Small and MidCap companies quoted in the UK that offer attractive dividend yield or the potential for dividend growth. Up to 20% of the Fund may be invested in companies quoted in the EU (ex UK), Iceland, Norway and Switzerland.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7%
2017 24.6% 8.0% 4.8% 5.5% 4.3%
2016 1.0% -4.2% -7.0% 13.2% 0.2%
2015 20.1% 8.4% 3.4% 0.1% 7.1%
2014 2.8% 3.4% -3.4% -2.5% 5.6%
2013 33.3% 14.0% -1.3% 11.4% 6.2%
2012 23.4% 14.3% -2.2% 5.8% 4.4%
2011 -14.3% 3.2% 0.0% -20.0% 3.9%
2010 35.2% 9.5% -5.0% 15.4% 12.6%
2009 49.5% -0.3% 12.2% 29.9% 3.0%
2008 -32.6% -4.5% -6.8% -12.4% -13.5%
2007 0.2% -6.3% -4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date02/01/2007
  • Share Class size330Mn
  • Base currencyGBP
  • ISIN IE00B1FZRT49

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).