WS Montanaro Funds - WS Montanaro UK Income Fund A GBP Income

The WS Montanaro UK Income Fund primarily invests at least 60% in shares of small and medium-sized UK companies, including Real Estate Investment Trusts (REITs) with market capitalizations up to £10 billion. Additionally, up to 40% of the portfolio may include larger UK companies, money market instruments, and cash. The fund can also allocate up to 20% to companies of all sizes within the European Union, Iceland, Norway, and Switzerland. All investments are chosen based on strict ethical, environmental, social, and governance (ESG) standards to ensure the portfolio consists of high-quality, well-managed businesses.