TM Stonehage Fleming Opportunities Fund

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TM Stonehage Fleming Opportunities Fund B Inc

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

1,403.00p

arrow-up6.00p (+0.43%)

Fund Code

CAOPI

3221110

GB0032211103

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The objective of the Fund is to achieve long-term (5 year rolling period) capital growth, net of fees. The Fund focuses (80% - 100%) on UK listed equities that are in the following categories: smaller companies offering longterm growth potential; companies who could for example have suffered a short term setback but still offer recovery and/or future growth prospects; and companies in sectors which are perceived to be unduly depressed.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Thesis Unit Trust Management Limited

Fund launch date

15 May 1998

Domicile

United Kingdom

UCITS

Yes

Lead manager

Paul Mumford

Lead manager start date

29 Feb 1988

Lead fund manager biography

Paul Mumford began his career in 1963 working initially as an Analyst for Norris Oakley Brothers and later as a smaller companies expert at R Nivison. Paul moved to fund management in 1988 when he joined Glenfriars. Paul then joined Cavendish Asset Management at the group’s formation in 1994 and funds were launched. The group was subsequently acquired by Stonehage Fleming in July 2020. Paul is the co-manager of the TM Stonehage Fleming AIM Fund and the TM Stonehage Fleming Opportunities Fund.

Fund manager

Nick Burchett

Manager start date

01 Nov 2017

Fund manager biography

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. Nick dealt extensively with portfolios of UK equities, markets and execution strategies. After 27 years at Investec he joined Cavendish Asset Management in November 2017 to jointly manage this fund. The acquisition of Cavendish Asset Management was subsequently 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.

Head office

Thesis Unit Trust Management Limited

Exchange Building

Chichester

United Kingdom

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