WS Montanaro Better World

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

WS Montanaro Funds - WS Montanaro Better World Fund A GBP Accumulation

Category Global Small/Mid-Cap Equity
Sustainability Impact


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

£1.09

arrow-up£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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAdam Montanaro
1.2
0.94
Fund comparative indexMSCI World SMID NR GBP
Global
-
1.00
0.05
0.00
Global Small/Mid-Cap Equity
No
Fund providerMontanaro Asset Management Limited
Share class launch date31 Jan 2020
£46.11m
-
0.00
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.