TM Stnhg Flm AIM B

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.12%
  • 3 Year sharpe0.74
  • 3 Year alpha9.04
  • Distribution Typeincome
  • BenchmarkNumis Alternative Market Inc TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.69%
  • IA SectorUK Smaller Companies
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00B0JX3Z52

Investment Strategy

The fund aims to achieve long-term capital growth. The Fund aims to invest mainly in equities on the UK Alternative Investment Market (‘AIM’). This will be achieved by an actively managed diversified portfolio of shares spread across any sector of AIM. In addition, the Fund may on occasion invest in fully listed shares of companies with smaller market capitalisations.

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