MI Chelverton UK Equity Growth Fund B Income shares

Name
MI Chelverton UK Equity Growth Fund B Income shares
Manager
Maitland Institutional Services Ltd.
Type
Open Ended Investment Company
ISIN
GB00BP855954
Sector
UK All Companies
Launched
20/10/2014
OCF
0.94 %
Risk Rating
3
3 Year Sharpe
1.39
3 Year Alpha
12.61
Yield
1 %
Benchmark
IA UK All Companies Sector
The investment objective of the Fund is to achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK small and medium sized market capitalised companies equities.
Holding %
StatPro Group PLC 2.47 %
Future PLC 2.19 %
Euromoney Institutional Investor PLC 2.18 %
Elementis PLC 2.10 %
SDL PLC 1.97 %
Strix Group PLC 1.90 %
Polypipe Group PLC 1.82 %
IMImobile PLC 1.81 %
Restore PLC 1.79 %
Alliance Pharma PLC 1.77 %
Region %
United Kingdom 93.40 %
Sector %
Technology 35.03 %
Industrials 17.24 %
Healthcare 11.96 %
Basic materials 10.37 %
Consumer Cyclical 9.91 %
Financial Services 8.46 %
Name
Maitland Institutional Services Ltd.
Address
London, United Kingdom
Legal Structure
Open Ended Investment Company

Managers

Edward Booth
Joined 10/20/2014

Edward Booth, graduated from the London School of Economics with a degree in Economics with Economic History, and qualified as a Chartered Accountant at Deloitte, where he focused on the Insurance sector. Prior to joining Chelverton, he worked as a Business Analyst for Barclays, focusing on a number of areas including Investment Bank Revenue and Group Capital performance.

James Baker
Joined 10/20/2014

James Baker, a history graduate from Cambridge University, has over 30 years of equity market experience on both buy and sell sides, specialising for all of his career in UK Small and Mid caps stock selection. He has worked for several organisations over the years, but most notably spent 11 years from 1999 to 2011 as part of the ABN Amro, Small Mid cap sales team, which was consistently top ranked by Extel. Prior to joining Chelverton he worked as the Assistant fund manager on the Rathbone UK Recovery Fund.

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.