MI Chelverton UK Equity Growth B Inc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.00%
  • 3 Year sharpe1.39
  • 3 Year alpha12.6
  • Distribution Typeincome
  • BenchmarkIA UK All Companies Sector
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.94%
  • SectorUK All Companies
  • Manager GroupMaitland
  • DomicileUnited Kingdom
  • ISINGB00BP855954

Investment Strategy

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.

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