New Capital US Small Cp Gr GBP Acc (0P0001KFXH.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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New Capital US Small Cp Gr GBP Acc
United Kingdom
116 Park Street
Park House
+44 20 7491 9111
Management information
,Lead manager since 9 December 2016
Chelsea joined EFGAM in 2016 and is a Portfolio Manager specializing in the research and analysis of consumer discretionary, consumer staples, and communication services stocks. Chelsea has held the roles of Senior Research Analyst and Research Analyst while at EFGAM. She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary. Chelsea holds a MS in Finance from Portland State University where she was elected to the Phi Kappa Phi Honour Society, and a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University.
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 familyEFG Asset Management (UK) Ltd
Net assetsN/A
YTD return9.97%
Yield0.00%
Morningstar ratingN/A1
Inception date12 Dec 2016
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001KFXH.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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