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


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

334.10p

arrow-down-0.90p (-0.27%)

Fund Code

CAAMI

B0JX3Z5

GB00B0JX3Z52

Prices updated as at 28 Mar 2024
|
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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerNick Burchett, Paul Mumford
395.4
322.7
Fund comparative indexNumis Alternative Market Inc TR GBP
UK Smaller Companies
-
0.67
0.08
0.00
UK Small-Cap Equity
No
Fund providerThesis Unit Trust Management Limited
Share class launch date05 Oct 2005
£96.00m
-
0.94
-
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.