fund
WS MONTANARO GLOBAL SELECT A
PRICE (INC)
-
PRICE (ACC)
129.62p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
0.9%
YIELD
0%
1 YEAR
-5.27%Prices as at 28 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
To achieve capital growth in excess of the MSCI World SMID Cap Index (Total Return) over any five year period, after all costs and charges have been taken. To invest at least 60% of its assets in the shares of small and medium sized companies, including Real Estate Investment Trusts (REITs).
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | January 2020 |
| Size | £64m |
| Yield | 0% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 0.9% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning