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) | 58 GBP (04/03/2026) |
| Fund size (mil) | 173 GBP (04/03/2026) |
Top 10 holdings
| Assets in top 10 holdings % | 37.53 |
| Total number of equity holdings | 46 |
| Total number of bond holdings | 0 |
| Holdings 28/02/2026 | % of assets |
|---|---|
| discoverIE Group PLC | 5.35 |
| LondonMetric Property PLC | 4.42 |
| Games Workshop Group PLC | 4.14 |
| XPS Pensions Group PLC | 3.83 |
| Bloomsbury Publishing PLC | 3.71 |
| Big Yellow Group PLC | 3.52 |
| Diploma PLC | 3.39 |
| Telecom Plus PLC | 3.17 |
| XP Power Ltd | 3.00 |
| Clarkson PLC | 3.00 |