MI Chelverton UK Equity Growth fund

Select share classes

MI Chelverton UK Equity Growth Fund B Income shares

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

281.551p

arrow-up0.292p (+0.10%)

Fund Code

PXEGI

BP85595

GB00BP855954

Prices updated as at 15 May 2025
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Prices in GBX
Investment objective
The objective of the Sub-fund is to achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK small and medium sized market capitalised companies equities. The asset classes in which the Sub-fund is permitted to invest includes transferable securities, money market instruments, warrants, convertibles, cash and near cash and deposits as permitted for UCITS schemes under COLL and in accordance with the Sub-fund’s investment powers.
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
Chelverton Asset Management Ltd
Fund launch date
20 Oct 2014
Domicile
United Kingdom
UCITS
Yes
Fund manager
James Baker
Manager start date
20 Oct 2014
Fund manager biography
James Baker, a history graduate from Cambridge University, has over 30 years of equity market experience on both buy and sell sides, specialising for all of his career in UK Small and Mid caps stock selection. He has worked for several organisations over the years, but most notably spent 11 years from 1999 to 2011 as part of the ABN Amro, Small Mid cap sales team, which was consistently top ranked by Extel. Prior to joining Chelverton he worked as the Assistant fund manager on the Rathbone UK Recovery Fund.
Fund manager
Edward Booth
Manager start date
01 Nov 2017
Fund manager biography
Edward Booth, graduated from the London School of Economics with a degree in Economics with Economic History, and qualified as a Chartered Accountant at Deloitte, where he focused on the Insurance sector. Prior to joining Chelverton, he worked as a Business Analyst for Barclays, focusing on a number of areas including Investment Bank Revenue and Group Capital performance.
Head office
11 Laura Place
Bath
United Kingdom
BA2 4BL
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