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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 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%


Montanaro Better World Fund A (Acc) - Key Features


Montanaro Better World Fund A (Acc) - Fact Sheet


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