Kepler trust ratings 2024: Smid-cap trusts offer new opportunities
Mercantile, Schroder UK Mid Cap and Montanaro UK Smaller Companies among the trusts highlighted for consistent performance
Montanaro
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FundCalibre’s McDermott: Biodiversity central to unlocking the climate change megatrend
COP28 will set the themes that drive greater innovation in investing
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Darius McDermott: Three reasons to invest in small caps
And six funds to consider
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Charles Montanaro commits to five more years on investment trust and bulks out team
Montanaro UK Smaller Companies outperforms benchmark by 17.4%
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Montanaro fund lands on adviser buy list
Montanaro UK Income has been promoted to The Adviser Centre’s recommended funds list more than four years since its mandate shifted from pan European equities to UK focussed.
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Montanaro UK Income falls foul of IA Equity Income requirements
Montanaro Asset Management’s (Montanaro) Montanaro UK Income Fund missed the year-end yield mark by 0.1%, thus failing to meet the Investment Association’s (IA) stringent sector requirements.
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European small cap opportunities
As valuations in the European small cap space wait for earnings to catch up, stock picking skill becomes ever more important.
