GVQ UK Focus Fund I Class Shares GBP Income

Name
GVQ UK Focus Fund I Class Shares GBP Income
Manager
GVQ Investment Management Limited
Type
Open Ended Investment Company
ISIN
IE0033377494
Sector
UK All Companies
Launched
05/08/2003
OCF
1.02 %
Risk Rating
4
3 Year Sharpe
0.04
3 Year Alpha
-6.31
Yield
2.7 %
Benchmark
FTSE AllSh TR GBP
The investment objective of the fund is to maximise returns for investors, predominantly through capital growth. The Fund aims to invest in the equity of twenty five to thirty five companies publicly listed on the UK stock market, at any time, primarily in the FTSE All-Share, the FTSE MID 250, FTSE Small-Cap, FTSE AIM indices and FTSE Fledging indices.
Holding %
Babcock International Group PLC 10.21 %
WPP PLC 8.69 %
Equiniti Group PLC 8.13 %
ITV PLC 7.47 %
Standard Life Aberdeen PLC 6.71 %
RPC Group PLC 5.54 %
Micro Focus International PLC 5.06 %
Jupiter Fund Management PLC 5.01 %
Shire PLC 4.91 %
Tyman PLC 4.86 %
Region %
United Kingdom 95.09 %
Sector %
Consumer Cyclical 28.11 %
Industrials 23.69 %
Financial Services 15.64 %
Healthcare 13.89 %
Technology 10.63 %
Name
GVQ Investment Management Limited
Address
W1J8DZ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Jeff Harris
Joined 04/30/2014

Jeff joined GVQ Investment Management in 2012 as an Analyst. He was appointed Assistant Manager in May 2014. Prior to joining he worked at PricewaterhouseCoopers within the Transaction Services Team on a number of private equity and corporate transactions. Jeff holds the ACA qualification.

Jamie Seaton
Joined 04/01/2009

Jamie joined GVQ Investment Management in 2004. He was appointed CEO in May 2014 and is also a Fund Manager. Previously he was a Fund Manager at Rothschild Asset Management and worked at Goldman Sachs. Jamie holds the CFA and IMC qualifications.

Data provided by Morningstar.

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