Montanaro UK Income GBP
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 60 GBP (13/02/2026) |
| Fund size (mil) | 186 GBP (13/02/2026) |
Top 10 holdings
| Assets in top 10 holdings % | 36.88 |
| Total number of equity holdings | 47 |
| Total number of bond holdings | 0 |
| Holdings 31/01/2026 | % of assets |
|---|---|
| discoverIE Group PLC | 5.00 |
| XPS Pensions Group PLC | 4.72 |
| LondonMetric Property PLC | 4.06 |
| Bloomsbury Publishing PLC | 3.97 |
| Games Workshop Group PLC | 3.75 |
| Big Yellow Group PLC | 3.62 |
| Man Group PLC | 3.03 |
| Diploma PLC | 3.00 |
| Telecom Plus PLC | 2.93 |
| Clarkson PLC | 2.80 |