MI Chelverton UK Equity Growth A Acc (0P00018NL9.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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MI Chelverton UK Equity Growth A Acc
12 George Street
Management information
,Lead manager since 20 October 2014
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyChelverton Asset Management Ltd
Net assets628.87M
YTD return3.91%
Yield0.87%
Morningstar rating★★★★
Inception date14 Jun 2016
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P00018NL9.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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