MI Downing UK Micro-Cap Growth Fund B shares

MI Downing UK Micro-Cap Growth Fund B shares
Maitland Institutional Services Ltd.
Unit Trust
UK Smaller Companies
1.42 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Numis SC Plus AIM Ex Invt Com TR GBP
The investment objective of MI Downing UK Micro-Cap Growth Fund is to generate capital growth from a portfolio consisting of companies within the Numis Smaller Companies Indices. The Fund takes a pro-active private equity approach to investing in quoted smaller companies. Investee companies will typically be capitalised between £20m - £150m. The Fund will aim to hold a concentrated portfolio of 25-30 investments. The Investment Manager aims to identify investments that are valued on low price-cash flow rations relative to peers, and will undertake rigorous due-diligence, modeled on that of a Private Equity style, to establish the robustness of management teams and company strategy.
Holding %
Norman Broadbent PLC 6.63 %
CentralNic Group PLC 5.60 %
Volex PLC 5.44 %
Universe Group PLC 5.15 %
DX (Group) PLC 5.12 %
Hargreaves Services PLC 4.81 %
Duke Royalty 4.75 %
Ramsdens Holdings PLC 4.14 %
Synectics PLC 4.00 %
Adept Technology Group PLC 3.97 %
Region %
United Kingdom 100.00 %
Sector %
Industrials 58.29 %
Communication Services 12.24 %
Energy 10.45 %
Technology 8.11 %
Maitland Institutional Services Ltd.
London, United Kingdom
Legal Structure
Unit Trust


Judith Mackenzie
Joined 10/01/2009

Data provided by Morningstar.

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