WS Gresham House UK Micro Cap

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WS Gresham House UK Micro Cap Fund C Income

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

182.04p

arrow-down-0.06p (-0.03%)

Fund Code

LVMCI

BV9FYT9

GB00BV9FYT97

Prices updated as at 07 May 2025
|
Prices in GBX

Investment objective
To achieve capital growth over any five year period, after all costs and charges have been taken. Capital invested Is at risk and there is no guarantee the objective will be achieved over any time period. To invest directly at least 70% of the scheme property by value in the shares of UK companies. The Portfolio Manager views UK companies to be those that are Incorporated or domiciled in the UK: and listed or traded on a UK stock exchange. The Company will invest directly and/or widirectly at least 60% of the scheme assets by value. in a combination of UK companies that are either listed/traded on the Alternative Investment Market (AIM). or that have a market capitalisation of £250 million and below. The Company may also invest directly and/o indirectly in shares of UK companies, which have a market capitaksation above £250 mdlion; unlisted UK companies (limited to 10% of the scheme assets by value); non-UK companies, and corporate bonds.

Company name
Gresham House Asset Management Ltd
Fund launch date
19 May 2009
Domicile
United Kingdom
UCITS
Yes
Fund manager
Ken Wotton
Manager start date
19 May 2009
Fund manager biography
Ken joined Gresham House in November 2018, with its acquisition of Livingbridge Equity funds. He spent 11 years previously with Livingbridge and continues to lead the Equity Funds investment team managing all AIM and other listed investments, including the Baronsmead VCTs, LF Gresham House UK Micro Cap fund and LF Gresham House UK Multi Cap Income fund. He graduated from Oxford University before qualifying as a Chartered Accountant with KPMG and following he moved into equity research with Commerzbank then Evolution Securities. Whilst there he built sector expertise in tech & telcos, along with a strong knowledge of large / small listed companies and their associated corporate transactions.
Fund manager
Brendan Gulston
Manager start date
02 Jun 2015
Fund manager biography
Brendan joined Gresham House in November 2018, along with its acquisition of Livingbridge Equity funds. He spent three and a half years with Livingbridge where he co-managed the Equity Funds portfolios as well as making investments in the Baronsmead VCTs. Prior to that Brendan spent five years doing TMT investment banking at Canaccord Genuity where he provided private and public companies with advice on IPOs, equity placings, M&A and corporate broking.
Head office
5 New Street Square
London
United Kingdom
EC4A 3TW
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