MI Chelverton UK Equity Growth Fund B Income shares

MI Chelverton UK Equity Growth Fund B Income shares
Maitland Institutional Services Ltd.
Open Ended Investment Company
UK All Companies
0.94 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.3 %
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 %
Clinigen Group PLC 2.36 %
Future PLC 2.23 %
dotDigital Group PLC 1.67 %
Diversified Gas & Oil PLC 1.62 %
Alliance Pharma PLC 1.50 %
Volution Group PLC 1.50 %
Synthomer PLC 1.47 %
CentralNic Group PLC 1.46 %
Restore PLC 1.43 %
IMImobile PLC 1.43 %
Region %
United Kingdom 91.68 %
United States 5.15 %
Sector %
Industrials 23.66 %
Technology 21.67 %
Healthcare 15.63 %
Communication Services 11.37 %
Financial Services 10.45 %
Consumer Cyclical 6.39 %
Maitland Institutional Services Ltd.
London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

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