Montanaro Better World Fund GBP Distribution Class

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Name of CompanyMontanaro Asset Management Limited
Phone+44 20 74488600
Address53 Threadneedle Street
 London   EC2R 8AR
 United Kingdom
Other Share Classes
Montanaro Better World Fund EUR Accumulation Class
Montanaro Better World Fund EUR Distribution Class
Montanaro Better World Fund Institutional SEK Accumulation Class
Legal StructureOpen Ended Investment Company
Inception Date10/04/2018
Fund Advisor(s)
Montanaro Asset Management Limited
Fund ManagerCharles Montanaro
Manager Start Date10/04/2018
Career Start Year1976
Charles Montanaro graduated with an honours degree in Anthropology from Durham University in 1976. He spent four years in industry before joining Merrill Lynch in 1980 as a private client broker in London. He joined Dean Witter Reynolds in 1984 and Drexel Burnham Lambert in 1987 as a Senior Vice President, where, in both cases, he was their top institutional broker in the UK, joining the high-yield bond department in 1989. In 1990, Charles joined MMG Patricof (now Apax Partners) as a Director of investment banking working with UK smaller companies. In August 1991, he founded Montanaro to specialise in analysing and investing in quoted European smaller companies on behalf of leading institutions. He has since launched and managed several funds totalling over €1 billion and established a strong track record. In addition, he has served on the Boards of two public smaller companies. He was appointed a Director of the Montanaro European Smaller Companies plc on 12 January 2012.
Fund ManagerMark Rogers
Manager Start Date01/01/2019
1986, University of Wales, B.A.
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!
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(