Pension
FACT BOX
MANAGER : Charles Montanaro / LAUNCHED : 16 / 03 / 1995 / DISCOUNT / PREMIUM : -8.4 % / OCF : 0.82 %
CROWN RATING
pressures impacting the global economy ,” he said in a recent note . “ The message has been reassuring . Many companies have posted positive trading updates and some have come in ahead of consensus expectations . The environment has allowed us to invest in and add to companies whose valuations have fallen due to negative sentiment .” Montanaro UK Smaller Companies is up 105.7 % over the past decade , compared with 204.2 % from its IT UK Smaller Companies sector and 123.9 % from its Numis Smaller Companies ( ex ITs ) benchmark .
Performance of trust vs sector and index over 10yrs
IT UK Smaller Companies ( 204.2 %)
Montanaro UK Smaller Companies ( 105.7 %)
Numis Smaller Companies ( ex ITs ) ( 123.9 %)
350 % |
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300 % |
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250 % |
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200 % |
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150 % |
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100 % |
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50 % |
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0 % |
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-50 % |
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Jul12 |
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Jul21 |
Source : FE Analytics
Issue 86 - July 2022 / 45 /