LF Gresham House UK Smaller Companies C Acc GBP
| 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 | 4,674,730.00 | Launch Date | 01/02/2019 | Standard Initial Charge (%) | 2.50 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.90 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BH416G53 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.7400 (on 20/01/2021) |
To provide capital growth over the long term. The fund will be invested at least 70% in UK listed smaller companies.
Richard Staveley
Richard Staveley is a fund manager and analyst with 19 years’ investment experience in UK and international equity markets. Richard is responsible for managing the UK Smaller Companies Fund and the smaller companies element of the UK Equity Fund. Before joining Majedie in 2013, Richard was a founding Partner of River & Mercantile Asset Management, where he managed the UK Smaller Companies and UK Income funds and was Head of Research. Until 2006, he was a Fund Manager and subsequently Head of UK Small Companies at Société Générale Asset Management. Prior to that, he was an Assistant Fund Manager at hedge fund boutique Bradshaw Asset Management. Richard qualified as a Chartered Accountant at Coopers & Lybrand/PwC, which he joined in 1996. He holds a Bachelor of Arts degree in Politics from the University of Newcastle. He is a CFA charter holder.
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.
| Name | Weight |
|---|---|
| Business Services | 35.00% |
| Consumer Goods | 35.00% |
| Financials | 16.00% |
| Health Care | 3.00% |
| Money Market | 3.00% |
| Telecom, Media & Technology | 6.00% |
| Name | Weight |
|---|---|
| CAPITAL LTD | 4.00% |
| AUGEAN | 3.00% |
| DX (GROUP) PLC | 3.00% |
| ACCROL GROUP HLDGS PLC | 2.00% |
| DEVRO PLC | 2.00% |
| LSL PROPERTY SERVICES PLC | 2.00% |
| POLAR CAP-HEALTHCARE OPP-IEUR | 2.00% |
| REACH PLC | 2.00% |
| RPS GROUP | 2.00% |
| STV GROUP PLC | 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.