Montanaro UK Income GBP Ac

Citicode
P9QR
Launch Date
02-07-2018
Fund Size
£409,905,567
Yield
N/A
Ongoing Charge
0.87%
Fund Managers
Charles Montanaro
Guido Dacie-Lombardo
Benchmark: IA UK Equity Income
Investment
Montanaro UK Income GBP Ac
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The investment objective of the Fund is to deliver capital growth and income.

Top 10 Holdings

Asset Class

Fund Manager

Charles Montanaro

Start Date

01-04-2024

Bio

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.

Fund Manager

Guido Dacie-Lombardo

Start Date

01-07-2020

Bio

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.

Data source:

All financial data is supplied by FE

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