MI Chelverton UK Equity Income B Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Chelverton Asset Management Ltd |
| Phone | +44 1225 483030 |
| Website | www.chelvertonam.com |
| Address | 11 Laura Place - Bath BA2 4BL United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 27/11/2006 |
Managers
| Fund manager | Oliver Knott |
| Manager start date | 01/01/2020 |
| Biography | - |
| Fund manager | David Taylor |
| Manager start date | 27/11/2006 |
| Biography | David 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. |
| Fund manager | David Horner |
| Manager start date | 27/11/2006 |
| Biography | David 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. |
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 2024 AJ Bell. All rights reserved.