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
1 %
Risk Rating
3
3 Year Sharpe
1.84
3 Year Alpha
12.37
Yield
0.9 %
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 %
Strix Group PLC 1.93 %
Liontrust Asset Management PLC 1.79 %
Polypipe Group PLC 1.74 %
Quixant PLC 1.74 %
Brooks Macdonald Group PLC 1.73 %
Coats Group PLC 1.63 %
Tyman PLC 1.63 %
Equiniti Group PLC 1.63 %
Castleton Technology PLC 1.57 %
Synthomer PLC 1.53 %
Region %
United Kingdom 97.56 %
Sector %
Technology 30.98 %
Industrials 19.53 %
Consumer Cyclical 18.66 %
Financial Services 11.21 %
Healthcare 7.45 %
Basic materials 7.39 %
Name
Maitland Institutional Services Ltd.
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Data provided by Morningstar.

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