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
1.24
3 Year Alpha
9.65
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 %
Equiniti Group PLC 1.99 %
CentralNic Group PLC 1.84 %
Castleton Technology PLC 1.82 %
Future PLC 1.78 %
Polypipe Group PLC 1.76 %
Strix Group PLC 1.74 %
Coats Group PLC 1.67 %
Elektron Technology PLC 1.64 %
Tyman PLC 1.62 %
Renew Holdings PLC 1.59 %
Region %
United Kingdom 94.09 %
Sector %
Technology 32.88 %
Industrials 19.44 %
Consumer Cyclical 15.97 %
Financial Services 9.92 %
Healthcare 7.83 %
Basic materials 7.43 %
Name
Maitland Institutional Services Ltd.
Address
London, United Kingdom
Legal Structure
Open Ended Investment Company

Data provided by Morningstar.

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