MI Chelverton UK Equity Growth B Acc

Name
MI Chelverton UK Equity Growth Fund B Accumulation shares
Manager
Maitland Institutional Services Ltd.
Type
Open Ended Investment Company
ISIN
GB00BP855B75
Sector
LC00000007
Launched
20/10/2014
OCF
1 %
Risk Rating
3
3 Year Sharpe
1.84
3 Year Alpha
12.36
Yield
0.9 %
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%
Polypipe Group PLC1.93 %
Renew Holdings PLC1.89 %
Strix Group PLC1.80 %
Quixant PLC1.79 %
Equiniti Group PLC1.76 %
Coats Group PLC1.65 %
Liontrust Asset Management PLC1.63 %
Brooks Macdonald Group PLC1.63 %
Tyman PLC1.61 %
JTC PLC Ordinary Shares1.60 %
Region%
United Kingdom98.12 %
Sector%
Technology30.21 %
Industrials21.30 %
Consumer Cyclical17.43 %
Financial Services11.86 %
Basic materials7.60 %
Healthcare7.19 %
Name
Maitland Institutional Services Ltd.
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Data provided by Morningstar.

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