Cavendish AIM Fund B

Name
Cavendish AIM Fund B
Manager
TUTMAN LLP
Type
Open Ended Investment Company
ISIN
GB00B0JX3Z52
Sector
UK Smaller Companies
Launched
05/10/2005
OCF
0.68 %
Risk Rating
5
3 Year Sharpe
1.85
3 Year Alpha
21.30
Yield
0.4 %
Benchmark
FTSE AIM All Share TR GBP
The objective of the Cavendish AIM Fund is to achieve long-term capital growth. It aims to invest mainly in equities on the UK Alternative Investment Market (‚AIM‛). This will be achieved by an actively managed diversified portfolio of shares spread across any sector of AIM. In addition the Fund may on occasion invest in fully listed shares of companies with smaller market capitalisation.
Name
TUTMAN LLP
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Paul Mumford
Joined 10/05/2005

Paul joined stockbroking firm Norris Oakley Brothers in 1963, where he specialised in the analysis of asset situations including those in the property sector. In 1974 he moved to R Nivison and focused on smaller company investing. In 1988 Paul switched to fund management when he joined Glenfriars Unit Trust Managers where he ran the Glenfriars Opportunities Fund. He took this fund, now known as Cavendish Opportunities Fund across to Cavendish Asset Management at the Group's formation in 1994.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.