WS Montanaro Global Select

Select share classes
There is only one type of share class for this fund.

WS Montanaro Funds - WS Montanaro Global Select Fund A GBP Accumulation

Category Global Small/Mid-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.4637

arrow-up£0.01 (+0.72%)

Fund Code

LFGAA

BJRCFN9

GB00BJRCFN97

Prices updated as at 12 Dec 2025
|
Prices in GBP

Investment objective
To achieve capital growth in excess of the MSCI World SMID Cap Index (Total Return) over any five year period, after all costs and charges have been taken. To invest at least 60% of its assets in the shares of small and medium sized companies, including Real Estate Investment Trusts (REITs), that: i) are incorporated or domiciled in Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Iceland, Ireland, Israel, Italy, Japan, Luxembourg, Malta, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, Taiwan, United Kingdom and United States; and ii) are listed or traded on an exchange in the countries stated above; and iii) have a market capitalisation below that of the largest constituent of the MSCI World SMID Cap Index.

Annual charges

Product charges
0.90
0.11
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 18 Feb 2025pdf
Annual Report 31 Dec 2024pdf
SDR Consumer facing disclosure02 Dec 2024pdf
Interim Report 30 Jun 2024pdf
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