TM Stonehage Fleming Opportunities C Acc
| Shares Class | Inc. |
|---|---|
| Yield | 1.89 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.89 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 102,934,100.00 | Launch Date | 01/02/1988 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.60 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B9F9Z985 | Min Topup (£) | 5,000.00 | Ongoing Charge (%) | 0.6700 (on 16/11/2020) |
The fund objective is to achieve long term capital growth.
Paul Mumford
Paul Mumford has extensive investment experience. Having worked initially as an Analyst for Norris Oakley Brothers and later as a smaller companies expert at R Nivison, he moved to fund management in 1988 when he joined Glenfriars. He then joined Cavendish Asset Management at the group’s formation in 1994. The acquisition of Cavendish Asset Management was made by Stonehage Fleming in July 2020. Paul is the comanager of the TM Stonehage Fleming Aim Fund and the TM Stonehage Fleming Opportunities Fund.
Nick Burchett
Nick Burchett began his career in 1983 at Strauss Turnbull and subsequently joined W.I. Carr in 1990 which later became Investec Wealth & Investment after a number of mergers and acquisitions. During this period Nick dealt extensively with Paul Mumford on the analysis of UK equities, markets and execution factors. This partnership made a compelling proposition and after 27 years at Investec he joined Cavendish Asset Management in November 2017 to jointly manage the funds. The acquisition of Cavendish Asset Management was made by Stonehage Fleming in July 2020. Nick is the co-manager of the TM Stonehage Fleming Aim Fund and the TM Stonehage Fleming Opportunities Fund.
| Name | Weight |
|---|---|
| Communications | 7.00% |
| Consumer Discretionary | 7.00% |
| Consumer Staples | 6.00% |
| Energy | 15.00% |
| Financials | 6.00% |
| Health Care | 11.00% |
| Industrials | 14.00% |
| Information Technology | 17.00% |
| Materials | 7.00% |
| Money Market | 0.00% |
| Real Estate | 6.00% |
| Name | Weight |
|---|---|
| EAGLE EYE SOLUTIONS LTD | 4.00% |
| BANGO | 3.00% |
| LOK`N STORE GROUP | 3.00% |
| SERICA ENERGY | 3.00% |
| ANEXO GROUP PLC | 2.00% |
| CAIRN ENERGY PLC | 2.00% |
| INSPECS GROUP PLC | 2.00% |
| SCAPA GROUP PLC | 2.00% |
| STV GROUP PLC | 2.00% |
| TT ELECTRONICS | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.