Montanaro Better World Fund

The Montanaro Better World Fund was launched in April 2018. The aim of the fund is to avoid the poor businesses and invest in those that will help change the world. The fund is managed by Mark Rogers with Charles Montanaro acting as oversight. The strategy is based around the UN’s 17 Sustainable Development Goals and targets six specific themes; environmental protection, low carbon economy, healthcare, innovation technologies, nutrition and well-being.

The fund actively excludes tobacco, alcohol, military, adult entertainment, gambling, high-interest rate lending, and fossil fuels exploration and production. 0.10% per annum is donated to charity. Although they haven’t agreed on the charities the aim is to align these with the themes of the fund with a focus on small and mid-size charities….read more

Fund Facts Morningstar

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