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Montanaro European Smaller Companies EUR Inc

Ranked 35 out of 37 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Charles Montanaro

Charles Montanaro was born in 1955 in Kent, United Kingdom. He graduated from Durham University in 1976 with an Honours degree in Anthropology. In 1980, Charles joined Merrill Lynch as a private client broker in London and went on to become senior vice president for Dean Witter Reynolds (1984) and Drexel Burnham Lambert (1987). In 1990, he joined MMG Patricof (now Apax Partners) as a director of investment banking. Charles founded Montanaro in August 1991, and is currently the chief executive and lead manager from launch of the Montanaro European Smaller Companies fund. His investment style focuses on value by investing in growth companies. Charles enjoys soccer, tennis, chess, cinema, music and walking when he is not working.

Objective

The Fund's objective is to ouperform its Benchmark, the MSCI Europe SmallCap (Capital Return) Index. The Fund will invest primarily in SmallCap companies quoted in the EU (including the UK), Iceland, Norway and Switzerland with a market capitalisation smaller than the largest constituent of the MSCI Europe (Capital Return) Index at the time of initial investment. No unquoted investments are permitted.

Showing fund performance in Norway View performance globally

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 3.3% 3.0%
2016 -6.7% -10.3% -2.8% 9.3% -2.2%
2015 26.7% 16.1% 1.3% -2.7% 10.6%
2014 3.6% 2.8% 0.2% -2.0% 2.7%
2013 14.3% 7.2% -5.4% 7.2% 5.1%
2012 27.6% 13.9% -0.6% 7.9% 4.5%
2011 -13.4% -1.2% -0.6% -16.1% 5.2%
2010 43.0% 8.2% 4.0% 13.9% 11.5%
2009 49.8% -1.1% 26.6% 15.5% 3.6%
2008 -51.9% -11.6% -3.1% -16.5% -32.7%
2007 -5.3% 6.0% 6.3% -8.4% -8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Ireland
  5. Netherlands
  6. Norway
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date23/11/2006
  • Base currencyEUR
  • ISIN IE00B1FZRP01

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).