YFS Sterling Select Companies Fund Accumulation Units

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

7,292.00p

arrow-down-29.16p (-0.40%)

Fund Code

STSCA

0270892

GB0002708922

Prices updated as at 14 Nov 2024

Prices in GBX

Investment objective

The Fund seeks capital growth over the long-term (3-5 years). The Fund invests at least 75% in smaller and medium sized UK companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Yealand Fund Services Limited

Fund launch date

08 Aug 1963

Domicile

United Kingdom

UCITS

Yes

Fund manager

Melwin Mehta

Manager start date

01 Oct 2017

Fund manager biography

Melwin first started investing while studying for an electrical engineering degree in 1995. Determined to follow his passion for investing after finishing his degree, he applied for many jobs, eventually securing a position at an investment magazine for private investors. He then worked for the treasury department of a large manufacturing company. This experience gave him a ringside view of how companies make decisions on sales, production, and operations. Since then he has worked for a private equity firm, a family office and a hedge fund, and has absorbed the slightly different approaches of each. He has always been a bottom-up stock picker, particularly focusing on small companies which can multiply many times, with time and patience. Melwin is a member of the CFA UK Society of Investment Professionals and holds the Investment Management Certificate (IMC, UK). Outside of work, he believes British bees are endangered and is involved in saving them.

Head office

Stuart House, St. Johns Street, Peterborough, PE1 5DD

Peterborough

United Kingdom

PE1 5DD

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