MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s objective is to achieve a total return greater than that of the NSCI (XIC) over the long term by investing in a diversified portfolio of small UK quoted companies.

Fund Managers

Jeremy Hall

Jeremy joined Aberforth in October 2018. He is responsible for the following sectors - Beverages; Chemicals; Financial Services; and Food Producers.

Peter Shaw

Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Personal Goods; Retailers; Support Services and Technology Hardware & Equipment.

Christopher Watt

Chris joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Banks; Industrial Metals & Mining; Industrial Transportation; Mining; and Travel & Leisure.

Euan Macdonald

Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors - Alternative Energy; Automobiles & Parts; Electronic & Electrical Equipment; Forestry & Paper; General Industrials; Industrial Engineering; Insurance; Leisure Goods; Software & Computer Services; Telecommunications; and Utilities.

Alistair Whyte

Alistair joined Aberforth as a Founding Partner in May 1990. He is responsible for the following sectors - Media; Oil & Gas Producers; Oil Equipment, Services & Distribution; and Pharmaceuticals & Biotechnology.

Sam Ford

Sam joined Aberforth in August 2019. As a fund manager on M&G Investments’ equity income team for the previous 5 years, he managed UK equity portfolios for a range of clients. Prior to that he was an investment manager with Alliance Trust for 8 years, investing with the objective of capital and income growth from UK and international companies. He is responsible for the following sectors - Aerospace & Defence; and Health Care Equipment & Services.

Keith Muir

Keith joined Aberforth in March 2011 and became a Partner in May 2014. He is responsible for the following sectors - Construction & Materials; Household Goods & Home Construction; and Real Estate.