LF Gresham House UK Micro Cap B Inc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 259,373,211.00 | Launch Date | 19/05/2009 | Standard Initial Charge (%) | 5.50 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BV9FYR73 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.5900 (on 15/09/2020) |
To achieve long-term capital growth through investment primarily in equities of UK companies. Investment will primarily be in an actively managed portfolio of equities of smaller UK companies traded on AIM and other UK markets which are considered to have potential for capital growth. Investing in smaller companies, including AIM companies, can carry greater risks than those usually associated with investing in larger companies and your capital is at risk.
Ken Wotton
Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.
Brendan Gulston
Brendan joined Gresham House in November 2018 having previously been at Livingbridge. He studied commerce with a focus on finance at Melbourne University and subsequently spent four and a half years in technology investment banking at Canaccord Genuity.
| Name | Weight |
|---|---|
| Business Services | 24.00% |
| Consumer Goods | 21.00% |
| Financials | 26.00% |
| Health Care | 8.00% |
| Money Market | 3.00% |
| Telecom, Media & Technology | 15.00% |
| Name | Weight |
|---|---|
| MATTIOLI WOODS | 4.00% |
| XPS PENSIONS GROUP PLC ORD GBP | 4.00% |
| ALPHA FINANCIAL MARKETS CONSUL | 3.00% |
| ANGLING DIRECT | 3.00% |
| COSTAIN GROUP PLC | 3.00% |
| INSPIRED ENERGY PLC | 3.00% |
| KAPE TECHNOLOGIES PLC | 3.00% |
| LOUNGERS PLC | 3.00% |
| MORTGAGE ADVICE BUREAU (HLDGS) | 3.00% |
| RANDALL & QUILTER INVT HLDGS L | 3.00% |
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.