Oberon UK Smaller Companies B Acc
- Citicode
- BQNZ
- Launch Date
- 25-10-2022
- Fund Size
- £6,686,227
- Yield
- 0.00%
- Ongoing Charge
- 0.99%
- Fund Managers
- Richard Penny
Fund Objective
The investment objective of the Fund is to achieve long-term growth, over a rolling 5 year period, net of all fees and expenses, through both capital appreciation and income generation.
Top 10 Holdings
Asset Class
Fund Manager
Richard Penny
Start Date
25-10-2022
Bio
Richard joined CRUX Asset Management in June 2018 from Legal & General Investment Management. Richard had worked at LGIM for 15 years where he managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management and prior to that Scottish Amicable Investment Management. Richard has a master’s degree in Engineering and Economics from Oxford University. Richard manages the TM CRUX UK Special Situations Fund and the TM CRUX UK Core Fund.
Data source:
All financial data is supplied by FE
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