WS Montanaro Funds - WS Montanaro Better World Fund A GBP Accumulation

The fund aims to achieve capital growth by investing in companies that make a positive impact on society or the environment over any five-year period.

The fund invests at least 60% in small and medium-sized companies, including REITs, in various countries such as Australia, Canada, Japan, and the United States. It may also invest up to 40% worldwide in larger companies, REITs, money market instruments, and cash. The Investment Manager focuses on companies that derive at least 50% of their revenue from themes contributing to positive impacts, such as environmental protection, health care, and innovative technologies.

Investors should be aware that there is no guarantee that the fund's objective will be met over any time period, and they may get back less than they invest. Additionally, the fund's ESG policy restricts investment in companies with significant revenue from industries such as weapons, tobacco, gambling, pornography, and alcohol.

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