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 (12/12/2025) |
| Fund size (mil) | 193 GBP (12/12/2025) |
Top 10 holdings
| Assets in top 10 holdings % | 40.38 |
| Total number of equity holdings | 47 |
| Total number of bond holdings | 0 |
| Holdings 30/11/2025 | % of assets |
|---|---|
| Games Workshop Group PLC | 5.14 |
| XPS Pensions Group PLC | 4.88 |
| Big Yellow Group PLC | 4.84 |
| discoverIE Group PLC | 4.37 |
| LondonMetric Property PLC | 4.18 |
| Bloomsbury Publishing PLC | 4.15 |
| JTC PLC Ordinary Shares | 4.00 |
| Telecom Plus PLC | 3.26 |
| Diploma PLC | 2.82 |
| Clarkson PLC | 2.74 |