Oberon UK Smaller Companies B Acc
- Citicode
- BQNZ
- Launch Date
- 25-10-2022
- Fund Size
- £35,329,586
- 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 Penny is the fund manager of the TM Oberon UK Core, TM Oberon UK Special Situations and TM Oberon UK Smaller Companies funds at Oberon Investments, which he joined in December 2024. He previously managed the TM CRUX UK Special Situations Fund at CRUX Asset Management from October 2018, before Lansdowne Partners acquired CRUX in 2023. Prior to CRUX, Richard spent 15 years at Legal & General Investment Management (LGIM), where he managed the L&G UK Alpha Trust and L&G UK Special Situations Trust. He began his career at M&G Investment Management and Scottish Amicable Investment Management. Richard holds a master's degree in Engineering and Economics from Oxford University and holds a Citywire AAA rating.
Data source:
All financial data is supplied by FE
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