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Montanaro European MidCap EUR Dist

Ranked 48 out of 73 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to outperform its Benchmark, the STOXX Europe Mid 200 (Capital Return) Index. The Fund shall invest primarily in equity securities of MidCap companies quoted in the European Union, Iceland, Norway and Switzerland. MidCap companies shall mean companies with a market capitalisation of €3 to €10 billion. In addition the Fund may hold ancillary liquid assets. No unquoted investments are permitted.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.8% 7.9% 5.2% 4.3% 3.7%
2016 4.4% -2.4% 0.1% 9.5% -2.5%
2015 16.2% 7.7% -1.6% -0.9% 10.5%
2014 3.6% 3.3% -1.0% -3.2% 4.7%
2013 21.2% 14.6% -2.6% 2.9% 5.5%
2012 -4.1% 7.5% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date30/03/2012
  • Share Class size98Mn
  • Base currencyEUR
  • ISIN IE00B6VJL827

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Montanaro to launch 'Better World' fund

The boutique's new fund will invest in global small and mid-cap companies that demonstrate the ability to make a 'better world'.

Montanaro recruits Standard Life Wealth manager

Ed Heaven, a portfolio manager at Standard Life Wealth in London, is to join Montanaro Asset Management later this year.

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