MI Chelverton UK Equity Growth B Inc

Fund

Fund Info

  • Yield History1.03%
  • 3 Year sharpe1.23
  • 3 Year alpha10.15
  • Distribution Typeincome
  • BenchmarkIA UK All Companies Sector
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.00%
  • 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.