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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Adam Montanaro |
| 1.2 | |
| 0.94 | |
| Fund comparative index | MSCI World SMID NR GBP |
| Global | |
| - | |
| 1.00 | |
| 0.05 | |
| 0.00 | |
| Global Small/Mid-Cap Equity | |
| No | |
| Fund provider | Montanaro Asset Management Limited |
| Share class launch date | 31 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.
