MI Chelverton UK Equity Income B Inc

Fund
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Fund Info

  • Yield History5.13%
  • 3 Year sharpe0.64
  • 3 Year alpha1.57
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • SectorUK Equity Income
  • Manager GroupMaitland
  • DomicileUnited Kingdom
  • ISINGB00B1FD6467

Investment Strategy

The objective of the Fund is to provide a progressive income stream and achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK equities. The Fund will invest primarily in UK companies which aim to provide a high initial dividend; progressive dividend payments, and long-term capital appreciation. The Fund will not invest in derivatives or forward transactions

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