MI Chelverton UK Equity Income B Inc (FUND:B1FD646) - Fund price


Fund Report

MI Chelverton UK Equity Income Fund B Income shares

Management
Name of CompanyMaitland Institutional Services Ltd.
Fund CompanyMaitland
Phone01245 398950
Websitehttps://www.maitlandgroup.com
AddressHamilton Centre, Rodney Way, Chelmsford, Essex, CM1 3BY
London
United Kingdom
Fund
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date27/11/2006

Fund Advisor(s)

Chelverton Asset Management Ltd
Managers
Fund ManagerDavid Horner
Manager Start Date27/11/2006
BiographyDavid Horner joined 3i Corporate Finance Limited in 1986 where he was a manager giving corporate finance advice. In May 1993 he joined Strand Partners Limited, and was appointed a director in January 1994, where he carried out a range of corporate finance assignments identifying, structuring and managing investments in quoted and unquoted companies. In October 1997 he left to set up Chelverton Asset Management Limited and was responsible for setting up, in May 1999, the Small Companies Dividend Trust, which he still manages.
Fund ManagerDavid Taylor
Manager Start Date27/11/2006
BiographyDavid Taylor began his career as an analyst in the research department at Wedd Durlacher and moved into fund management in 1987 with the Merchant Navy Officers Pension Fund. He joined Gartmore Investment Limited in 1991, during this time, he ran a combination of institutional funds and investment trusts, namely the Clydesdale Investment Trust and London & Strathclyde Trust. In 1995, he moved to LGT to manage small cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. He joined Chelverton Asset Management in January 2006.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2019 Morningstar. All rights reserved.