Montanaro UK Smaller Companies Investment Trust Plc is a UK-based closed-ended investment trust & investment company, which was founded in 1991 by Charles Montanaro with a vision to introduce a different approach to invest in small companies. The trust engaged in the business of investing in small companies traded on London Stock Exchange on its Alternative Investment Market. The trust’s portfolio includes various sectors for investment such as financials, basic materials, telecommunications, consumer goods, oil and gas, technology, consumer services, industrials, utilities, healthcare and technology.
The trust achieves its objective through investing in diversified portfolio of small quoted companies of United Kingdom. Montanaro Asset Management Limited is the investment manager of the trust. The trust’s investment objective is to achieve capital growth by investing in small, quoted companies which are traded on LSE and AIM. The trust achieves its relative outperformance of the Numis Smaller Companies Index (NSCI), a benchmark of the trust. The trust is focused on identify the highest quality businesses that the trust can own in long term and aim to avoid to market noise.
The trust manages two closed-ended Investment Trusts including MUSCIT and MESCT, the MUSCIT is the UK SmallCap Investment Trust and MESCT is the European SmallCap Investment Trust. The trust focused on discovering and investing in the high quality companies with the best management. The trust’s Income funds include Montanaro UK Income Fund, LF Montanaro UK Income Fund, Montanaro European Income Fund and LF Montanaro European Income Fund. The trust’s growth fund includes LF Montanaro Global Select Fund, Montanaro Global Innovation Fund, Montanaro European Smaller Companies Fund, Montanaro European MidCap Fund. The trust’s other fund include Montanaro Better World Fund focused on investing Small & MidCap companies globally and LF Montanaro Better World Fund focused on achieving capital growth on over any five-year through investing in small companies globally.
Montanaro UK Smaller Companies Investment Trust Plc (LSE: MTU) 65 Gresham Street, 6th Floor, London, EC2V 7NQ, United Kingdom
+44 20 7448 8600