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Montanaro UK Smllr Cmpns nvstmnt Trst PL
53 Threadneedle Street
Phone: +44 2074488600p:+44 2074488600 LONDON, EC2R 8AR  United Kingdom Ticker: MTUMTU
Business Summary
Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended investment trust. The Company’s investment objective is capital appreciation through investing in smaller quoted companies listed on the London Stock Exchange (LSE) or traded on the Alternative Investment Market (AIM) and to outperform its benchmark, the Numis Smaller Companies Index (excluding investment companies) (NSCI). The Company seeks to achieve its objective and to manage risk by investing in a diversified portfolio of quoted United Kingdom small companies. The Company's investment portfolio includes investments in various sectors, such as technology, telecommunications, health care, financials, real estate, consumer discretionary, consumer staples, industrials, basic materials, energy and utilities. The Company’s investment manager/ alternative investment fund manager is Montanaro Asset Management Limited.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/20243/31/2024Yes----

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board David J.Gamble 62 1/28/2005 1/28/2005

Business Names
Business Name
Montanaro UK Small. Comp. Inv. Trust Plc
MTU

General Information
Outstanding Shares: 167,379,790 (As of 5/31/2024)
Shareholders: 8,700
Stock Exchange: LON
Fax Number: +44 2074488601


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Wednesday, November 20, 2024