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Montanaro Better World Fund

The Fund invests globally in Small & MidCap companies that make a positive impact on the world.

Product Details at a glance:

Why the Better World Fund?

The Fund invests in companies helping to solve some of the world’s major problems.

  • We invest in six impact themes: Environmental Protection; Green Economy; Healthcare; Innovative Technology; Nutrition; Well-being
  • Our themes support the UN Sustainable Development Goals
  • Investors in Small & MidCap can make a difference through constructive engagement 
  • The ‘SmallCap Effect’ is global – the proven long-term outperformance of smaller companies versus their LargeCap peers*

*Source: see research from Dimson & Marsh

How we invest

Companies within the Fund must have revenue aligned to the six impact themes. Every company must be approved for impact by our ESG Committee before we can 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
FUND FACTS
Fund Name Montanaro Better World
Fund Manager(s) Charles Montanaro, Mark Rogers
Launch Date 31 January 2020
Offer Closes Closed
Product Type OEIC
Available as an ISA Yes
Distribution Frequency Semi-Annually
XD Dates
Pricing Frequency Daily
Fund Size £124.74m
Share Class A
Available through FundsNetwork FundsNetwork & Aegon
Fund Charges
Initial charge: 0%
Fund Manager Ongoing Charge: 1.00%
Total Service Fee p.a. 0.43%

Documents:

Montanaro Better World Fund A (Acc) - Key Features

Download

Montanaro Better World Fund A (Acc) - Fact Sheet

Download

Seymour Sinclair Platform Application Form

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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.

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