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Mi Chelverton Uk Equity Growth Fund B Accumulation Shares (0P00014IJX)

London

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3.307 -0.003 -0.08%

14/11 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

Issuer: Maitland Institutional Services Ltd.

ISIN: GB00BP855B75

Asset Class: Equity

Morningstar Rating:
Total Assets: 603.83M

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Mi Chelverton Uk Equity Growth Fund B Accumulation Shares Overview

On this page you'll find an in-depth profile of Mi Chelverton Uk Equity Growth Fund B Accumulation Shares. Learn about the key management, total assets, investment strategy and contact information of 0P00014IJX among other information.

Investment Strategy

The objective of the Sub-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. The asset classes in which the Sub-fund is permitted to invest includes transferable securities, money market instruments, warrants, convertibles, cash and near cash and deposits as permitted for UCITS schemes under COLL and in accordance with the Sub-fund’s investment powers.

Contact Information

Address 11 Laura Place
Bath, BA2 4BL
United Kingdom

Phone +44 1225 483030

Web www.chelvertonam.com

Top Executives

Name	Title	Since	Until
Edward Booth	Portfolio Manager	2017	Now
Biography	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	Manager	2014	Now
Biography	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.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MI Chelverton UK .	3.307	-0.003	-0.08%