Montanaro UK Income Fund

In a crowded market the team from Montanaro have been investing money since 1991. The company, and this fund, is run by Charles Montanaro. The company have 30 employees and the team approach is where Charles believes the business has the edge. 50% of the company is owned by the employees and the rest by Charles which will be passed down to his family.

The biggest risk to this business is Charles but he argues that he has no plans to retire, and decisions are made alongside a 6-member investment committee who could easily pick up the reigns of the business and management. There are also 11 analysts who cover a broad range of sector which feeds into the process. Bonuses are based on a three-year period, so their focus is long term rather than short term which is often the case in the city… more

Fund Facts Morningstar


Please note... 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 and cannot be replicated or copied without our permission.