TM CRUX UK Special Situations Fund I GBP Accumulation

TM CRUX UK Special Situations Fund I GBP Accumulation
Thesis Unit Trust Management Limited
Open Ended Investment Company
UK All Companies
0.83 %
1.3 %
IA UK All Companies Sector
The investment objective of the Fund is to achieve long-term capital growth, which should be viewed as 5 years or longer. The Fund aims to achieve the investment objective by investing at least 80% of the value of its scheme property in shares listed on UK securities markets in companies that are incorporated or domiciled in the UK. These companies may or may not be headquartered in the UK and may or may not have a significant part of their business activities in the UK.
Holding %
Prudential PLC 5.61 %
Rio Tinto PLC 5.53 %
Brewin Dolphin Holdings PLC 4.39 %
Whitbread PLC 3.99 %
Man Group PLC 3.94 %
DCC PLC 3.83 %
Onesavings Bank PLC 3.71 %
Bellway PLC 3.71 %
BP PLC 3.70 %
Barclays PLC 3.61 %
Region %
United Kingdom 91.68 %
Sector %
Financial Services 33.08 %
Consumer Cyclical 13.34 %
Energy 12.13 %
Healthcare 11.27 %
Industrials 10.68 %
Basic materials 8.73 %
Thesis Unit Trust Management Limited
Chichester, United Kingdom
Legal Structure
Open Ended Investment Company


Richard Penny
Joined 10/01/2018

Richard joined LGIM in 2003 and is a Senior Fund Manager within the High Alpha Team and the Manager of the award-winning L&G UK Alpha Trust as well as a number of segregated portfolios. Previously he worked for five years as a Fund Manager for M&G Investment Management and prior to this, for four years as a Fund Manager at Scottish Amicable Investment Management. Richard has a Masters degree in Engineering and Economics from Oxford University.

Data provided by Morningstar.

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