WS Gresham House UK Micro Cap C Acc

Citicode
M5OI
Launch Date
09-02-2015
Fund Size
£124,192,321
Yield
0.39%
Ongoing Charge
0.96%
Fund Managers
Brendan Gulston
Ken Wotton
Benchmark: IA UK Smaller Companies
Investment
WS Gresham House UK Micro Cap C Acc
3 months
6 months
1 Year
3 years
5 years

Fund 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. 70% of the fund is invested in the shares of UK companies.

Top 10 Holdings

Asset Class

Fund Manager

Brendan Gulston

Start Date

02-06-2015

Bio

Brendan co-manages the LF Gresham House UK Micro Cap Fund and the LF Gresham House UK Multi Cap Income Fund and leads Gresham House’s Healthcare sector investment strategy. Prior to Livingbridge Brendan spent four and a half years in technology investment banking at Canaccord Genuity having studied commerce with a focus on finance at Melbourne University.

Fund Manager

Ken Wotton

Start Date

19-05-2009

Bio

Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, Strategic Equity Capital plc and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.

Data source:

All financial data is supplied by FE

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