MI Chelverton European Select Fund

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MI Chelverton Equity Fund - MI Chelverton European Select Fund B Income

Category Europe ex-UK Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

168.508p

arrow-down-0.838p (-0.50%)

Fund Code

PXESI

BFNL2N1

GB00BFNL2N15

Prices updated as at 13 May 2026
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Prices in GBX
Investment objective
The objective of the Sub-fund is to achieve long-term capital growth. The Sub-fund will invest primarily in a portfolio of fully listed companies that trade on Continental European stock exchanges. The policy will be to select a focused portfolio across all ranges of capitalisation, business sectors and countries of Europe. The asset classes in which the Sub-fund may invest includes transferable securities, money market instruments, warrants, convertibles, cash and near cash and deposits as permitted for UCITS schemes under COLL and in accordance with the Sub-fund’s investment powers.
Important documents: Please ensure that you have read the Key Information Document/Product Summary 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
Chelverton Asset Management Ltd
Fund launch date
06 Mar 2018
Domicile
United Kingdom
UCITS
Yes
Fund manager
Gareth Rudd
Manager start date
06 Mar 2018
Fund manager biography
Fund manager
Dale Robertson
Manager start date
06 Mar 2018
Fund manager biography
Dale joined Edinburgh Partners in October 2003 from Scottish Widows Investment Partners, where he managed European retail portfolios. Prior to joining SWIP, Dale spent five years at Edinburgh Fund Managers, where he had responsibility for managing a mixture of retail and institutional funds and researched the consumer and media sectors. Dale started his career with Arthur Andersen as a business analyst, gaining his CA qualification while he was there. Dale has lectured in a variety of Advanced Finance topics at the Institute of Chartered Accountants of Scotland (Company Valuation, Dividend Policy, M&A amongst others). He also has experience of working with entrepreneurs in Scotland, helping them with business forecasting and fund raising. Dale is responsible for our European client portfolios, including the Edinburgh Partners European Opportunities and Pan-European Opportunities Funds and the European Investment Trust plc. His research responsibilities are across all European markets.
Head office
11 Laura Place
Bath
United Kingdom
BA2 4BL
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