Overview Performance Portfolio ESG Dividends Charges Gearing Research Announcements Management Documents Invest

Data as at: 08/10/2026

Fund manager benchmark
Numis Smaller Companies Index ex IC

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Montanaro UK Smaller Companies Share price total return 18.9 31.9 -11.3 82.8
UK Smaller Companies AIC sector Share price total return 14.9 49.7 6.2 104.1
Montanaro UK Smaller Companies NAV total return 11.6 33.6 -11.4 45.5
UK Smaller Companies AIC sector NAV total return 13.2 44.6 7.1 94.8
Morningstar UK Small Cap * Total return 8.6 44.4 13.9 65.0
Return type 1 year 3 years 5 years 10 years
Montanaro UK Smaller Companies Share price total return 11,890 13,190 8,870 18,280
UK Smaller Companies AIC sector Share price total return 11,490 14,970 10,620 20,410
Morningstar UK Small Cap * Total return 10,860 14,440 11,390 16,500
Scroll

Discrete annual performance (%) Discrete annual performance (£)

Return type 08/10/21 - 22 08/10/22 - 23 08/10/23 - 24 08/10/24 - 25 08/10/25 - 26
Montanaro UK Smaller Companies Share price total return -36.2 3.3 14.1 1.9 18.9
Montanaro UK Smaller Companies NAV total return -34.7 -0.4 23.0 0.7 11.6
Morningstar UK Small Cap * Total return -22.5 1.8 18.6 13.2 8.6
Return type 08/10/21 - 22 08/10/22 - 23 08/10/23 - 24 08/10/24 - 25 08/10/25 - 26
Montanaro UK Smaller Companies Share price total return 6,380 10,330 11,410 10,190 11,890
Morningstar UK Small Cap * Total return 7,750 10,180 11,860 11,320 10,860
Scroll

Interactive chart

You can customise this chart in different ways. Select your preferred time period (the default is five years), use the dropdown filters to the right to show actual share prices and NAVs, or click the tick boxes to quickly add sector averages or a comparative index (where available). To add another company try our full interactive chart.

Loading

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.