WS Montanaro Better World Fund
The Fund aims to achieve capital growth over any five-year period by investing globally in companies which make a positive impact on society or the environment.
The Fund will invest at least 60% of its assets in the shares of small and medium sized companies (i.e. companies with a market capitalisation below that of the largest constituent of the MSCI World SMID Index) in Developed Markets.
The Fund is domiciled in the UK.
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Why the Better World Fund?
The Fund invests in companies helping to solve some of the world’s major problems.
- We invest in six impact themes: Environmental Protection; Low Carbon Economy; Healthcare; Innovative Technology; Nutrition; Well-being
- Our themes support the UN Sustainable Development Goals
- Investors in Small & MidCap can make a difference
Impact reports
Our annual Impact Report provides detailed information on the impact and investment returns delivered by our Irish-domiciled Better World Fund.
Deep Dives
Our Sustainability Deep Dives.
Awards and Ratings
AAA Rating
Elite Rating
Fund documents
Factsheets
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
Additional Investor Information Document
Application Form
Prospectus
Our Companies
Coverall Renunciation and Transfer of Title
Historical Fund Changes
Contact our sales team
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