Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Montanaro Uk Income Fund Gbp Seed (0P0000KGR4)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.959 +0.050    +2.46%
22/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Montanaro Asset Management Limited
ISIN:  IE00B1FZRT49 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 579.96M
Montanaro UK Income Fund STG Unhedged 1.959 +0.050 +2.46%

Montanaro Uk Income Fund Gbp Seed Overview

 
On this page you'll find an in-depth profile of Montanaro Uk Income Fund Gbp Seed. Learn about the key management, total assets, investment strategy and contact information of 0P0000KGR4 among other information.
Category

UK Equity Income

Total Assets

579.96M

Expenses

0.47%

Inception Date

Jan 02, 2007

Investment Strategy

The investment objective of the Fund is to deliver capital growth and income. The Fund shall invest primarily in SmallCap and MidCap companies quoted in the United Kingdom offering an attractive dividend yield or the potential for dividend growth. Up to 20% of net assets may be invested in companies quoted in the European Union, Iceland, Norway and Switzerland. No unquoted investments are permitted.

Contact Information

Address 53 Threadneedle Street
London, EC2R 8AR
United Kingdom
Phone +44 20 74488600
Fax +44 20 7448 8601

Top Executives

Name Title Since Until
Guido Dacie-Lombardo - 2020 Now
Biography Guido graduated from the University of Cambridge in 2008 with an MSci in Experimental & Theoretical Physics. He joined Rothschild in London where he advised UK and European clients on mergers and acquisitions, as well as a range of general corporate finance issues. After six years with Rothschild, Guido joined Montanaro in 2015 as an analyst covering the Software, IT Services and Electronic Equipment sectors. From 1 July 2020, he will be the co-manager of the Montanaro UK Income Fund alongside Charles Montanaro. Guido is bilingual in English and Italian.
Charles Montanaro Founder 2007 Now
Biography Charles graduated with an honours degree in Anthropology from Durham University in 1976. He spent four years in industry before joining Merrill Lynch in 1980 as a private client broker in London. He joined Dean Witter Reynolds in 1984 and Drexel Burnham Lambert in 1987 as a Senior Vice President where, in both cases, he was their top institutional broker in the UK, joining the high-yield bond department in 1989. In 1990, Charles joined MMG Patricof (now Apax Partners) as a Director of investment banking working with UK private and public smaller companies. In August 1991, he founded Montanaro to specialise in analysing and investing in quoted European smaller companies on behalf of leading institutions. He has since launched and managed several funds and established a strong track record. In addition, he has served on the Boards of two public smaller companies. He was appointed a Director of the Montanaro European Smaller Companies plc on 12 January 2012.
Ralph Singleton - 2012 2012
Adam Rackley Fund manager 2010 2010
Biography Adam joined Dowgate Wealth in October 2023 to help build the fund management franchise. After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. Leaving the City in 2010, he taught the CFA qualification at BPP, and later founded Curzon Financial Training where he created and delivered buy-side focused training programmes. In 2013, he moved to Mumbai where he managed outsourced equity research teams for Franklin Templeton and Neuberger Berman. Upon returning to London in 2015 he founded Cape Wrath Capital, a UK equity boutique with a deep value investment philosophy. He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law, is a CFA Charterholder, and has served as a platoon commander with the 1st Battalion Black Watch.
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000KGR4 Comments

Write your thoughts about Montanaro Uk Income Fund Gbp Seed
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email