Aberforth UK Small Companies 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 | Aberforth Unit Trust Managers Ltd |
| Phone | +44 131 2200733 |
| Website | www.aberforth.co.uk |
| Address | 14 Melville Street - Edinburgh EH3 7NS United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 01/01/2008 |
Managers
| Fund manager | Jeremy Hall |
| Manager start date | 15/10/2018 |
| Biography | Jeremy joined Aberforth in October 2018 and became a Partner in January 2020. Fund management roles with Abbey National Asset Managers and SVM Asset Management were followed by ten years with Cartesian Capital Partners LLP, where he was a partner and managed UK equity portfolios for a range of clients. Jeremy has passed all three levels of the CFA programme. He is responsible for the following sectors – Banks; Finance and Credit Services; Food Producers; Investment Banking and Brokerage Services; and Tobacco. |
| Fund manager | Christopher Watt |
| Manager start date | 30/04/2016 |
| Biography | Chris joined Aberforth in April 2016 and became a Partner in May 2017. He joined from Jupiter Asset Management where he spent 15 years in investment management. He was a member of the value team at Jupiter with responsibility for managing a number of UK equity mandates. He is responsible for the following sectors – Electricity; Gas, Water and Multi-utilities; Industrial Metals and Mining; Industrial Transportation; Precious Metals and Mining; and Travel and Leisure. |
| Fund manager | Euan Macdonald |
| Manager start date | 14/05/2001 |
| Biography | Euan joined Aberforth in May 2001 and became a Partner in May 2004. Previously he was with Baillie Gifford for 10 years where he managed portfolios invested in small companies both in Continental Europe and the UK. He is responsible for the following sectors – Alternative Energy; Automobiles and Parts; Consumer Services; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Nonlife Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers. |
| Fund manager | Samuel Ford |
| Manager start date | 05/08/2019 |
| Biography | Sam joined Aberforth in August 2019 and became a Partner in May 2021. As fund manager on M&G Investments’ equity income team for the previous 5 years, he managed UK equity portfolios for arange of clients. Prior to that he was an investment manager with Alliance Trust for 8 years. Sam has passed all three levels of the CFA programme. He is responsible for the following sectors – Aerospace and Defense; Health Care Providers; Media; Medical Equipment and Services; Oil, Gas and Coal; Pharmaceuticals and Biotechnology; and Software and Computer Services. |
| Fund manager | Robert Moncrieff |
| Manager start date | 28/02/2022 |
| Biography | Rob joined Aberforth in February 2022. He previously worked as a global equities analyst with Latitude Investment Management. Rob’s early career included UK-focussed equity research responsibilities with Brewin Dolphin, following an internship with International Value Advisers, in New York. Rob has passed all three levels of the CFA programme. He is responsible for the following sectors – Chemicals; Construction and Materials; Electronic and Electrical Equipment, General Industrials; Household Goods and Home Construction; Industrial Materials; and Technology Hardware and Equipment. |
| Fund manager | Peter Shaw |
| Manager start date | 30/04/2016 |
| Biography | Peter joined Aberforth in April 2016 and became a Partner in May 2017. He joined from Kames Capital where he spent 15 years in equity fund management. Initially the experience gained was exclusively in the small company market. However, the subsequent integration of the small company team into the broader UK equity team led to a wider range of portfolio and research responsibilities. He is responsible for the following sectors – Beverages; Industrial Support Services; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; Telecommunications Equipment; and Waste and Disposal Services. |
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