Montanaro UK Income Fund
The Fund invests in UK Small and MidCap quoted companies, with a particular focus on those offering an attractive dividend yield, or with the potential for above-average dividend growth.
The full investment objective and policy for the Fund is stated in the Fund’s prospectus.
The Fund is domiciled in Dublin and classified as Article 8 for the purpose of SFDR.

Why Small & MidCap for income?
We believe that every investment portfolio should have some exposure to SmallCap, primarily owing to:
- The ‘SmallCap Effect’ – the proven long-term outperformance of smaller and mid-sized companies versus their LargeCap peers*
- Higher dividend growth relative to LargeCap
- Huge choice of companies - many family-owned businesses
- Under-researched, making for an inefficient market ripe with opportunity for those who invest in thorough analysis
- Portfolio diversification - helping to lower portfolio risk
*Source: see research from Dimson & Marsh
UK income opportunities: from sausage rolls to housebuilders and cybersecurity
*Please note that this video is suitable for Professional Clients only
How to invest
The Fund is available through various platforms:
- Aegon
- AJ Bell
- Allfunds
- Alliance Trust Savings
- Amber Financial
- Ascentric
- Aviva
- Bestinvest
- Elevate
- Fidelity Funds Network
- FNZ Wealth
- Hargreaves Lansdown
- Interactive Investor
- James Hay
- MFEX
- Novia
- Nucleus
- Old Mutual
- Pershing Nexus
- SEB
- Standard Life
- Transact
Alternatively, find out about the other ways of accessing this Fund.
Prospectus
Application Form
Sustainability-related Disclosures
Corporate Documents
Contact our sales team





