WS Montanaro Funds - WS Montanaro Better World Fund A GBP Accumulation
Category Global Small/Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.09
£0.01 (+0.93%)
Fund Code
LFWAA
BJRCFP1
GB00BJRCFP12
Prices updated as at 12 Dec 2025
Prices in GBP
Investment objective
To achieve capital growth, over any five year period, after all costs and charges have been taken, by investing in high-quality, profitable companies which make a positive impact on society or the environment. 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 a stock 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
| Product charges | |
|---|---|
| 1.00 | |
| 0.05 | |
| No | |
| - | |
| 0.00 | |
| 0.00 | |
| Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.
