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
£1.1439
£0.005 (+0.41%)
Fund Code
LFEAI
BJRCFX9
GB00BJRCFX95
Prices updated as at 05 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
| Product charges | |
|---|---|
| 0.80 | |
| 0.15 | |
| No | |
| - | |
| 0.00 | |
| 0.00 | |
| Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.
