Montanaro UK Income STG Unhedged

Name
Montanaro UK Income Fund STG Unhedged
Manager
Montanaro Asset Management Limited
Type
Open Ended Investment Company
ISIN
IE00B1FZRT49
Sector
LC00000007
Launched
02/01/2007
OCF
0.35 %
Risk Rating
5
3 Year Sharpe
0.84
3 Year Alpha
3.25
Yield
3 %
Benchmark
Not Benchmarked
Capital growth and income.
Holding%
Victrex PLC3.94 %
Big Yellow Group PLC3.49 %
Cineworld Group PLC3.38 %
Marshalls PLC3.04 %
Hilton Food Group PLC2.98 %
Polypipe Group PLC2.93 %
Diploma PLC2.67 %
XP Power Ltd2.63 %
4imprint Group PLC2.63 %
Brewin Dolphin Holdings PLC2.47 %
Region%
United Kingdom90.60 %
Sector%
Industrials20.72 %
Consumer Cyclical18.32 %
Financial Services14.28 %
Technology13.39 %
Basic materials10.43 %
Real Estate7.85 %
Consumer Defensive6.48 %
Name
Montanaro Asset Management Limited
Address
EC2R 8AR, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Charles Montanaro

Joined 12/18/2012

Charles Montanaro 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 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 totalling over €1 billion 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.

Data provided by Morningstar.

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