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Montanaro UK Smaller Companies GBP Dist

Ranked 39 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

George Cooke


The investment objective of the Fund is to outperform its Benchmark, the Numis Smaller Companies ex-IC (Capital Return) Index. The Fund will invest primarily in quoted UK smaller companies with a market capitalisation smaller than the largest constituent of the Numis Smaller Companies Index at the time of initial investment. Up to one third of the Fund may be invested in larger quoted UK companies.

Showing fund performance in United Kingdom View performance globally


UK Smaller Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3%
2017 24.8% 6.7% 4.2% 6.4% 5.6%
2016 0.0% -4.4% -4.6% 13.0% -3.0%
2015 16.0% 4.8% 6.5% -1.5% 5.5%
2014 -4.4% 2.5% -6.3% -2.5% 2.1%
2013 20.9% 11.2% -5.1% 8.7% 5.4%
2012 -2.6% 9.2% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date30/03/2012
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN IE00B707HG41

Purchase Info

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


  • Annual management1.50%
  • Initial investment1.5

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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).