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
1.92
3 Year Alpha
12.53
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 %
Equiniti Group PLC 2.48 %
Strix Group PLC 2.05 %
Clinigen Group PLC 2.05 %
Polypipe Group PLC 1.92 %
Tyman PLC 1.92 %
Renew Holdings PLC 1.90 %
Coats Group PLC 1.85 %
Castleton Technology PLC 1.79 %
Liontrust Asset Management PLC 1.75 %
Tarsus Group PLC 1.70 %
Region %
United Kingdom 97.77 %
Sector %
Technology 29.95 %
Industrials 23.94 %
Consumer Cyclical 16.69 %
Financial Services 10.73 %
Healthcare 7.52 %
Basic materials 7.47 %
Name
Maitland Institutional Services Ltd.
Address
London, United Kingdom
Legal Structure
Open Ended Investment Company

Data provided by Morningstar.

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