WS Montanaro Funds - WS Montanaro Europe (ex-UK) Small and Mid-Cap Fund A GBP Income

Category Europe ex-UK Small/Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.1414

arrow-up£0.008 (+0.70%)

Fund Code

LFEAI

BJRCFX9

GB00BJRCFX95

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. 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 the European Union, Iceland, Norway and Switzerland; and ii) are listed or traded on a stock exchange in the European Union, Iceland, Norway and Switzerland; and iii) have a maximum market capitalisation of €20 billion.

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.

Company name

Montanaro Asset Management Limited

Fund launch date

31 Jan 2020

Domicile

United Kingdom

UCITS

Yes

Fund manager

George Cooke

Manager start date

31 Jan 2020

Fund manager biography

George graduated from the University of Nottingham in 2005 with an undergraduate degree in Management Studies. He spent a further year of study there at the end of which he was awarded a Masters (with Distinction) in Corporate Strategy & Governance. Immediately following this, he joined the graduate scheme at Aon Benfield (formerly Aon Re). Having completed this scheme, George settled as an Analyst within the ReSolutions department where he specialised in assisting with the capital and runoff issues of insurance and reinsurance companies. During his time at the company, George received a Diploma in Insurance. He is also a CFA Charterholder. After three and a half years with Aon Benfield, George joined Montanaro in July 2010. George is Head of Fund Management and is the Fund Manager of the European Smaller Companies Fund, the European Smaller Companies Trust and the Global Select Fund.

Head office

53 Threadneedle Street

London

United Kingdom

EC2R 8AR

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WS Montanaro Europe (ex-UK) Small and Mid-Cap Fund