Montanaro European Smaller Companies Trust
The trust aims to achieve capital growth by investing in small European quoted companies. It seeks to achieve capital growth in excess of its benchmark, the MSCI Europe SmallCap (ex-UK) Index.
Product Details at a glance:
Why invest in European SmallCap?
We believe that every investment portfolio should have some exposure to SmallCap, primarily owing to:
- The ‘SmallCap Effect’ – the proven long-term outperformance of smaller companies versus their LargeCap peers*
- A wealth of choice, with more than 2,000 quoted SmallCap companies in Europe
- A lack of research, making for an inefficient market ripe with opportunity for those who invest in thorough analysis
- Portfolio diversification – helping to lower portfolio risk
*Source: see research from Dimson & Marsh
How we invest
Our investment process has remained unchanged for many years:
- We invest exclusively in “Quality Growth” companies
- We generate new ideas ourselves (no brokers)
- We do thorough research ourselves, which includes detailed analysis and company site visits
- We integrate ESG fully into company analysis
- We take a conservative approach to valuation
We are disciplined about what we buy and when we sell
|Fund Name||Montanaro European Smaller Companies Trust|
|Fund Manager(s)||George Cooke|
|Launch Date||1 January 1981|
|Product Type||Investment Trust|
|Available as an ISA||Yes|
|XD Dates||January / July|
|Available through FundsNetwork||FundsNetwork Only|
|Initial charge:||*Please note Investment Trusts have additional charges|
|Fund Manager Ongoing Charge:||1.19%|
|Total Service Fee p.a.||0.43%|
Choose a way to invest that suits you
Investing made easy with our platform partners.
You've already made your investment fund choice and now you're ready to invest.
Follow the link to make your investment online. You'll need to have your National Insurance Number and debit card ready.
Call our friendly UK office and we'll place the investment for you.
We can take payment by debit card or cheque.
You'll also need your National Insurance Number.
Get the most out of your investments with our online investment service. Choose between our two popular Platforms and follow the link below to invest. If you have any questions, our friendly office team is on hand to help you.
Please be aware by clicking on the links below you are confirming that you have read and agree to the Seymour Sinclair Terms & Conditions.
Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.