Montanaro Better World Fund EUR Accumulation Class

The fund aims to deliver long-term capital growth by investing in global Small and MidCap companies that have a positive impact on society and emphasize sound environmental, social, and governance (ESG) practices.

The fund is exposed to Small and MidCap companies with a market capitalization smaller than the largest constituent of the MSCI World SMID Cap (Total Return) Index. It seeks to invest in high quality companies operating in markets with attractive structural growth opportunities, while avoiding companies with material revenue exposure to certain sectors deemed unethical.

Investors should be aware that this fund may not be suitable for those planning to withdraw their money within five years. Additionally, as an actively managed fund, it does not track the MSCI World SMID Cap (Total Return) Index, which may result in different performance outcomes compared to the benchmark.

https://montanaro.co.uk/fund/montanaro-better-world-fund/