MI Chelverton UK Equity Growth fund

Select share classes

MI Chelverton UK Equity Growth Fund B Accumulation shares

Category UK Small-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

313.066p

arrow-up2.738p (+0.88%)

Fund Code

PXEGA

BP855B7

GB00BP855B75

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The objective of the Sub-fund is to achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK small and medium sized market capitalised companies equities. The asset classes in which the Sub-fund is permitted to 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerEdward Booth, James Baker
313.07
263.13
Fund comparative indexIA UK All Companies Sector
UK All Companies
-
0.86
0.11
0.00
UK Small-Cap Equity
No
Fund providerChelverton Asset Management Ltd
Share class launch date20 Oct 2014
£620.42m
-
0.95
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.