TB Amati UK Smaller Companies B

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.27%
  • 3 Year sharpe0.66
  • 3 Year alpha6.07
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.89%
  • IA SectorUK Smaller Companies
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00B2NG4R39

Investment Strategy

The TB Amati UK Smaller Companies Fund aims to achieve long-term capital growth over periods of 5 years or longer. At least 80% of the Fund will typically be invested in shares, equity-related securities or bonds in or issued by UK smaller companies. For these purposes, UK companies are companies incorporated or domiciled in the UK, or companies that are are listed in the UK and have the majority of their economic activity in the UK. Smaller companies are companies which form the bottom 10% of the UK equity market by market capitalisation.

ii Super 60 selected

This Fund is a member of our ii Super 60 rated list

Paul Jourdan has led this fund since 2000 and was joined by David Stevenson in 2012 and Anna Wilson in 2018. The trio look for poorly researched companies that may offer good opportunities at attractive share prices and run a portfolio of 70 companies.

Amati Global Investors, the smaller companies specialist behind the fund, says that having three managers makes their decision-making agile enough to respond to opportunities, but also considered enough to allow each recommendation to be subject to stringent peer review.

The team seeks management teams with a track record of success, and companies that have a high level of intellectual property and the ability to commercialise it. They avoid businesses with no clear competitive advantage and those where there are already larger rivals dominating the market in which they are operating.

Their aim is to provide a fund for all seasons. In order to do so, the team favours companies they can back over the long term. While they can invest only in listed businesses, the managers keep an eye on promising private companies that could float in the future.

September 2020

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