MI Downing UK Micro-Cap Growth B

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe-0.64
  • 3 Year alpha-12.59
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.75%
  • IA SectorUK Smaller Companies
  • Manager GroupMaitland
  • DomicileUnited Kingdom
  • ISINGB00B2403R79

Investment Strategy

The investment objective of MI Downing UK Micro-Cap Growth Fund is to generate capital growth from a portfolio consisting of companies within the Numis Smaller Companies Indices. The Fund takes a pro-active private equity approach to investing in quoted smaller companies. Investee companies will typically be capitalised between £20m - £150m. The Fund will aim to hold a concentrated portfolio of 25-30 investments. The Investment Manager aims to identify investments that are valued on low price-cash flow rations relative to peers, and will undertake rigorous due-diligence, modeled on that of a Private Equity style, to establish the robustness of management teams and company strategy.

Latest news

Currently there for this fund. Visit our news hub for other news .