Montanaro Better World Fund

We met the team when the fund was initially launched and this was a chance to see what has changed since that meeting. The fund has been running for less than three years but now has assets of over £250 million. It has a team of 30 individuals and has recently been awarded a B Corporation; this reflects ESG within a business and is awarded across different industries, not just financial services. The fund has also won a couple of impact awards, including the quality of the impact reports they produce. Since our initial meeting the recognition of the fund has grown and performance has been strong.

The philosophy is driven by the need for companies to make a positive impact on society, and the aim is to direct capital to those companies which are helping to solve those big challenges. Visiting the companies is an important part of the process. They help them to uncover any potential suspicions they might have had in the analytical process. They also give them a sense of the culture of the business and visiting provides that human aspect where they can see things like how they treat staff. This is being missed at the moment, but the focus is really on the companies they currently hold or have already done the research and ground work on….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.