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Montanaro Uk Income Fund Gbp Seed (0P0000KGR4)

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1.957 -0.004    -0.20%
12/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 594.3M
Type:  Fund
Market:  United Kingdom
Issuer:  Montanaro Asset Management Limited
ISIN:  IE00B1FZRT49 
Asset Class:  Equity
Montanaro UK Income Fund STG Unhedged 1.957 -0.004 -0.20%

0P0000KGR4 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

594.3M

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.
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