Montanaro European Smaller Companies Trust Plc (MTE)
Category Europe ex-UK Small/Mid-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
142.00p
Buy
142.50p
-1.50p (-1.05%)
Discount/Premium
-13.67%
Estimated NAV
166.224p
Prices updated at 17 May 2024, 16:35 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
To achieve capital growth by investing principally in Continental European quoted smaller companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.
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Growth of 1,000 as of 17 May 2024, 16:05
Trailing returns (%) as of 17 May 2024, 16:05
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
31 Mar 13 - 31 Mar 14 | 5.48 | 31.94 |
31 Mar 14 - 31 Mar 15 | -3.28 | 4.71 |
31 Mar 15 - 31 Mar 16 | 6.33 | 8.13 |
31 Mar 16 - 31 Mar 17 | 30.43 | 28.92 |
31 Mar 17 - 31 Mar 18 | 16.30 | 17.13 |
31 Mar 18 - 31 Mar 19 | 12.32 | -8.39 |
31 Mar 19 - 31 Mar 20 | -0.25 | -18.37 |
31 Mar 20 - 31 Mar 21 | 84.18 | 92.08 |
31 Mar 21 - 31 Mar 22 | 4.82 | 0.96 |
31 Mar 22 - 31 Mar 23 | -17.55 | -7.53 |
31 Mar 23 - 31 Mar 24 | 4.36 | 6.82 |
Primary benchmark: MSCI Europe ex UK Small Cap NR GBP
Peer group index: Morningstar IT European Smaller Companies
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | 0.35 | 0.22 |
1 Month | 6.30 | 7.70 |
3 Months | 6.30 | 10.16 |
6 Months | 19.09 | 20.33 |
1 Year | 2.56 | 12.04 |
3 Years annualised | -4.14 | -0.49 |
5 Years annualised | 9.23 | 9.31 |
Primary benchmark: MSCI Europe ex UK Small Cap NR GBP
Peer group index: Morningstar IT European Smaller Companies
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.