MI Chelverton UK Equity Income Fund B Accumulation shares
By investing in predominantly medium-sized companies, it aims to deliver a high and growing quarterly dividend and the prospect of good long-term capital growth. It has been a standout performer over the long term, but can be more volatile than other equity income funds.
|Rank Group (The) PLC||2.11 %|
|XP Power Ltd||2.08 %|
|Redde Northgate PLC||2.06 %|
|Pennon Group PLC||2.04 %|
|Bellway PLC||1.89 %|
|Crest Nicholson Holdings PLC||1.82 %|
|Morgan Advanced Materials PLC||1.66 %|
|GVC Holdings PLC||1.66 %|
|Sabre Insurance Group PLC||1.57 %|
|DFS Furniture PLC||1.57 %|
|United Kingdom||96.50 %|
|Consumer Cyclical||22.17 %|
|Financial Services||15.31 %|
|Basic materials||5.39 %|
David Taylor began his career as an analyst in the research department at Wedd Durlacher and moved into fund management in 1987 with the Merchant Navy Officers Pension Fund. He joined Gartmore Investment Limited in 1991, during this time, he ran a combination of institutional funds and investment trusts, namely the Clydesdale Investment Trust and London & Strathclyde Trust. In 1995, he moved to LGT to manage small cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. He joined Chelverton Asset Management in January 2006.
David Horner joined 3i Corporate Finance Limited in 1986 where he was a manager giving corporate finance advice. In May 1993 he joined Strand Partners Limited, and was appointed a director in January 1994, where he carried out a range of corporate finance assignments identifying, structuring and managing investments in quoted and unquoted companies. In October 1997 he left to set up Chelverton Asset Management Limited and was responsible for setting up, in May 1999, the Small Companies Dividend Trust, which he still manages.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.