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Montanaro Better World Inst SEK Acc (0P0001IDQM.ST)

Stockholm - Stockholm Delayed price. Currency in SEK
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14.05-0.02 (-0.16%)
At close: 10:00PM CEST

Montanaro Better World Inst SEK Acc

53 Threadneedle Street

+44 20 74488600
Management information
,Lead manager since 1 January 2019
Mark graduated with a degree in Banking and Finance from the University of Wales, Bangor in 1986. Since then he has spent his whole career in the asset management industry, the last 12 years managing buy side research teams. His first 4 years was with Bankers Trust Asset Management as a UK portfolio manager, running funds on behalf of UK pension clients. Then Mark joined Nomura Asset Management in 1990 where he worked for 17 years, first as a European equities portfolio manager for US Pension clients and then as Head of Research where he built up a team of 14 in-house sector analysts in London and New York. In 2007 Mark left to join Fidelity Worldwide Investments in London as Director of European Equity Research. In this role Mark helped to manage and coach the 45 strong buy side analyst team. In March 2014 Mark joined Montanaro as Head of Research. Mark also manages the MidCap Fund and in 2018 he became co-Fund Manager of the Better World Fund. He is a member of both the Investment and ESG Committees. He has also recently become responsible for leading Montanaro's weekly yoga class!
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyMontanaro Asset Management Limited
Net assetsN/A
YTD return1.59%
Yield0.00%
Morningstar rating★
Inception date28 Mar 2024

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover74.43%
Average for categoryN/A

Fees and expenses

Expense0P0001IDQM.STCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A