Castlefield B.E.S.T Sustainable UK Smaller Companies Fund Institutional Income Class

Name
Castlefield B.E.S.T Sustainable UK Smaller Companies Fund Institutional Income Class
Manager
Castlefield Fund Partners Limited
Type
Open Ended Investment Company
ISIN
GB00B1XQNH95
Sector
UK Smaller Companies
Launched
01/06/2007
OCF
2.25 %
Risk Rating
3
3 Year Sharpe
0.80
3 Year Alpha
6.99
Yield
0.3 %
Benchmark
N/A
The investment objective of the Fund is to achieve long term capital growth. The investment policy is to invest predominantly in the shares of quoted smaller UK companies, including those listed on the Alternative Investment Market.
Holding %
AB Dynamics PLC 5.80 %
Strix Group PLC 4.22 %
Gym Group (The) PLC 4.21 %
GB Group PLC 4.07 %
City of London Investment Group PLC 3.83 %
Inspired Energy PLC 3.50 %
Augean PLC 3.35 %
Mattioli Woods PLC 3.12 %
Tristel PLC 3.09 %
Porvair PLC 3.08 %
Region %
United Kingdom 95.22 %
Sector %
Technology 26.82 %
Industrials 22.71 %
Consumer Cyclical 17.88 %
Financial Services 13.72 %
Healthcare 5.79 %
Name
Castlefield Fund Partners Limited
Address
NULL, Manchester, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Alistair Currie
Joined 04/16/2007

Alistair Currie has been appointed as Premier's new in house fund manager for the Premier UK Smaller Companies Fund. As head of the small cap investment team at Edinburgh Fund Managers (EFM), Alistair built up a formidable reputation running an aggressive growth smaller companies portfolio. However, as over all head of small cap investment at EFM, he also had responsibility for over seeing the team managing all of EFM's small cap portfolios including the EFM balanced growth institutional mandates.

Data provided by Morningstar.

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