TM Stonehage Fleming AIM Fund

Select share classes

There is only one type of share class for this fund.

TM Stonehage Fleming AIM Fund B

Category UK Small-Cap Equity

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

Last buy/sell price

350.60p

arrow-up0.80p (+0.23%)

Fund Code

CAAMI

B0JX3Z5

GB00B0JX3Z52

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 focusses (90% - 100%) on equities listed on the UK Alternative Investment Market (AIM). This will be achieved by investing in a diversified portfolio of shares spread across any sector of AIM. The Fund can also accommodate investments in shares that have been subsequently transferred from the AIM market to a full listing. However, these investments would only form a small part of the portfolio and generally would not be greater than 10% of the total fund assets.

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

05 Oct 2005

Domicile

United Kingdom

UCITS

Yes

Fund manager

Paul Mumford

Manager start date

05 Oct 2005

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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Important Information

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