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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Charles Montanaro

Charles Montanaro

Showing manager performance in United Kingdom View performance globally

About 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.

Are you Charles Montanaro?

Citywire Rating: + rated


  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SRated A in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011


  • JRated A in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MRated A in May 2012
  • JRated AA in Jun 2012
  • JRated A in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012


  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015


  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016


over : 30/09/2015 - 30/09/2016

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -3.5% 1.9% 13.7%
2015 20.6% 8.3% -0.8% 1.4% 10.8%
2014 -3.4% 2.1% -2.9% -4.7% 2.2%
2013 17.2% 11.8% -4.2% 4.6% 4.6%
2012 23.8% 13.3% -3.5% 6.9% 5.8%
2011 2.1%

Related News

IA considers lower yield target for UK equity income funds

The Investment Association is in discussions over splitting its UK Equity Income basket after after funds failed to meet the yield requirements.

Special fee on top Montanaro UK Income fund shuts

Investors will no longer be able to access the Montanaro UK Income fund at a discount after it hit its £150 million capacity.

Cholwill joins calls for changes to UK Equity Income sector

A lower dividend hurdle rate would prevent unnecessary fund ejections, says Royal London fund manager.

Top fund slams 'bizarre' rules after Equity Income ejection

Montanaro UK Income, which topped its sector in 2015, is the latest to be kicked out the IA Equity Income peer group.

Charles Montanaro: an anthropologist in the London jungle

Charles Montanaro's anthropological adventures started more than 10 years ago exploring the Amazon in Brazil. How have they helped him reach the top of his profession.

Montanaro reopens flagship small-cap European equity fund

The boutique ends two-and-a-half-year closure of Dublin-domiciled strategy and bulks up analyst team.

Charles Montanaro: why I don't invest in 'lobster pot' AIM

Montanaro refuses to be seduce by arguments that AIM is a stockpickers' paradise at the market celebrates its 20-year anniversary.

Top fund managers dance on Domino Printing delight

A host of leading fund managers have benefited from the share price surge in the tech firm after a £1 billion bid from a Japanese rival.

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.

Montanaro cuts trust fees & gives Oeic UK equity income makeover

Montanaro has reduced the charges on its European Smaller Companies trust, and also repositioned its open-ended Equity Income fund to focus on the UK.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.