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Montanaro UK Smaller Companies GBP Dist

Ranked 7 out of 7 in - UK Smaller Companies over 12 months
All calculations are in EUR

Managed by

David Lindley


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.


UK Smaller Companies over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.0% 3.2% -3.3% 0.2%
2013 17.9% 6.6% -6.4% 11.5% 5.9%
2012 12.1% 0.3% 10.9% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

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