WS Montanaro Better World Fund B GBP Income header image

WS Montanaro Better World Fund B GBP Income

Fund

ISIN GB00BMW2NP33 / Valor 56848332

NAV (2025-12-05)
GBP 0.95+0.11%

WS Montanaro Better World Fund B GBP Income
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The WS Montanaro Better World Fund aims to grow its value by investing mainly in small and medium-sized companies from countries like Australia, Canada, Germany, Japan, and the United States that actively contribute to positive social or environmental outcomes. At least 60% of the fund is dedicated to these impactful businesses, while up to 40% can be invested in larger global companies, real estate trusts, and short-term financial instruments. The fund specifically selects companies that generate half of their revenue from initiatives such as environmental protection and sustainable practices, ensuring that the investments support a better world.

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Tags:
small and medium companies msci world smid cap index positive impact

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OTHER SHARE CLASSES OF THIS FUND

WS Montanaro Funds - WS Montanaro Better World Fund A GBP Accumulation
WS Montanaro Funds - WS Montanaro Better World Fund A GBP Accumulation WS Montanaro Funds - WS Montanaro Better World Fund A GBP Accumulation Valor: 54892525
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Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 1.10