110.50p
+0.91%
Close of 9 Nov 2026, in pence
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About Montanaro UK Smaller Companies Investment Trust
Its shares trade on LSE under the ticker MTU.L. It has been listed since 9 March 1995. In the fiscal year to 31 March 2026, it reported revenue of £1.1m and a net loss of £104,000. At that date it held total assets of £126.1m and shareholders' equity of £114.6m.
Montanaro UK Smaller Companies Investment Trust PLC is a GB-based company operating in industry. Montanaro UK Smaller Companies Investment Trust PLC (MUSCIT) is a closed-ended investment fund and investment company. The firm's investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market (AIM) and to achieve relative outperformance of its benchmark, the Numis Smaller Companies Index (excluding investment companies) (NSCI). The firm seeks to achieve its objective by investing in a portfolio of quoted United Kingdom small companies. The firm'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 firm's investment manager is Montanaro Asset Management Limited.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 9 Mar 1995
Leadership
Pay as last reported
- Mr. Arthur CoppleIndependent Non-Executive Chairman of the Board£43,500
- Ms. Catriona HoareNon-Executive Independent Director£30,000
- Mr. Yuuichiro NakajimaNon-Executive Independent Director£30,081
- Ms. Barbara PowleySenior Independent Non-Executive Director£36,974
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Established Reputation: Montanaro UK Smaller Companies Investment Trust PLC has built a solid reputation in the investment industry, showcasing its expertise in managing smaller companies' portfolios.
- Strong Performance Track Record: The trust has consistently delivered impressive returns, outperforming its benchmark and other competitors in the market.
- Experienced Management Team: The company is supported by a team of highly skilled and knowledgeable professionals who possess a deep understanding of the UK smaller companies market.
Weaknesses
- Market Volatility: As a smaller companies investment trust, Montanaro UK Smaller Companies Investment Trust PLC is highly exposed to market fluctuations, which can negatively impact its portfolio performance.
- Limited Diversification: Due to its focus on smaller companies, the trust might have a limited number of investment opportunities available, potentially increasing risk and volatility.
- Reliance on UK Economy: The performance of the trust is closely linked to the performance of the UK economy. Any economic downturn or instability can adversely affect its investments.
Opportunities
- Growing Demand for Smaller Companies: The increasing interest in smaller companies as potential investment opportunities provides Montanaro UK Smaller Companies Investment Trust PLC with a chance to attract more investors looking for high-growth potential.
- Expansion into International Markets: The trust could explore expanding its investments beyond the UK market, targeting promising smaller companies globally, diversifying its portfolio and reducing risks associated with a single economy.
- Technological Advancements: Embracing technological advancements in data analysis, artificial intelligence, and investment tools can enhance the trust's ability to identify attractive investment opportunities and improve overall performance.
Threats
- Regulatory Changes: Changes in government regulations and policies related to investment trusts and the financial industry can impose compliance burdens or restrict investment strategies, potentially limiting the trust's operations.
- Economic Uncertainty: Uncertain economic conditions, such as Brexit-related developments or global financial instability, can create challenges for Montanaro UK Smaller Companies Investment Trust PLC in attracting and retaining investors.
- Competitive Landscape: The trust operates in a highly competitive market, with numerous other investment trusts and financial institutions targeting the same smaller companies. This intensifies the competition for investment opportunities and investor capital.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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