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||2.08 %|
|XP Power Ltd||1.86 %|
|BCA Marketplace PLC||1.76 %|
|Marston's PLC||1.63 %|
|National Express Group PLC||1.62 %|
|Sabre Insurance Group PLC||1.61 %|
|TT Electronics PLC||1.61 %|
|Babcock International Group PLC||1.59 %|
|Pennon Group PLC||1.54 %|
|Ultra Electronics Holdings PLC||1.54 %|
|United Kingdom||96.57 %|
|Consumer Cyclical||23.62 %|
|Financial Services||16.10 %|
|Basic materials||5.70 %|
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.
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