LF Gresham House UK Micro Cap Fund C Accumulation

Name
LF Gresham House UK Micro Cap Fund C Accumulation
Manager
Link Fund Solutions Limited
Type
Open Ended Investment Company
ISIN
GB00BV9FYS80
Sector
UK Smaller Companies
Launched
09/02/2015
OCF
0.98 %
Risk Rating
1
3 Year Sharpe
1.43
3 Year Alpha
9.84
Yield
0.7 %
Benchmark
Not Benchmarked
The objective of the Company is to achieve long term capital growth through investment primarily in equities of UK companies. Investment in the main will be in an actively managed portfolio of equities of smaller UK companies traded on AIM and other UK markets which are considered to have potential for capital growth. The Company may also invest directly in gilts, money market instruments, deposits, warrants, international equities, bonds, collective investment schemes and other assets permitted by the FCA Handbook.
Holding %
Filta Group Holdings PLC 5.49 %
Knights Group Holdings PLC 5.29 %
Mattioli Woods PLC 4.90 %
Impax Asset Management Group PLC 4.47 %
XPS Pensions Group PLC 4.45 %
Inspired Energy PLC 4.21 %
Argentex Group PLC 4.04 %
Ergomed PLC 3.79 %
Charles Taylor PLC 3.78 %
Restore PLC 3.52 %
Region %
United Kingdom 97.34 %
Sector %
Industrials 29.26 %
Financial Services 22.76 %
Consumer Cyclical 19.94 %
Technology 15.31 %
Healthcare 6.70 %
Name
Link Fund Solutions Limited
Address
EC2V 7NQ, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Brendan Gulston
Joined 06/02/2015

Brendan joined Gresham House in November 2018, along with its acquisition of Livingbridge Equity funds. He spent three and a half years with Livingbridge where he co-managed the Equity Funds portfolios as well as making investments in the Baronsmead VCTs. Prior to that Brendan spent five years doing TMT investment banking at Canaccord Genuity where he provided private and public companies with advice on IPOs, equity placings, M&A and corporate broking.

Ken Wotton
Joined 05/19/2009

Ken joined Gresham House in November 2018, with its acquisition of Livingbridge Equity funds. He spent 11 years previously with Livingbridge and continues to lead the Equity Funds investment team managing all AIM and other listed investments, including the Baronsmead VCTs, LF Gresham House UK Micro Cap fund and LF Gresham House UK Multi Cap Income fund. He graduated from Oxford University before qualifying as a Chartered Accountant with KPMG and following he moved into equity research with Commerzbank then Evolution Securities. Whilst there he built sector expertise in tech & telcos, along with a strong knowledge of large / small listed companies and their associated corporate transactions.

Data provided by Morningstar.

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