WS Amati UK Listed Smaller Companies B Acc
- Citicode
- CIC8
- Launch Date
- 29-07-2008
- Fund Size
- £87,632,081
- Yield
- 1.76%
- Ongoing Charge
- 0.90%
- Fund Managers
- Dr. Paul Jourdan
Gregor Paterson
Fund Objective
The Fund aims to provide capital growth over the long term (periods of 5 years or more).
Top 10 Holdings
Asset Class
Fund Manager
Dr. Paul Jourdan
Start Date
01-09-2000
Bio
Dr Paul Jourdan is an award-winning fund manager, with a strong track record in small cap investment. He co-founded Amati Global Investors Limited (‘Amati’) following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK market and global equities. In 2000 Stewart Ivory was taken over by First State and Paul became manager of what is now the TB Amati UK Smaller Companies Fund. In early 2005 he launched what became Amati VCT plc and he also commenced the management of Amati VCT 2 plc following the award of the investment management contract to Amati in 2010. In May 2018 Amati VCT plc merged with Amati VCT 2 plc which was then renamed Amati AIM VCT plc. In September 2014 Amati launched the Amati AIM IHT Portfolio Service, which Paul co-manages with David Stevenson and Anna Macdonald. Prior to 1998 Paul worked as a professional violinist, including a four year period with the City of Birmingham Symphony Orchestra. He is CEO of Amati Global Investors Ltd and also a founding trustee of Clean Trade, a charity registered in England and Wales.
Fund Manager
Gregor Paterson
Start Date
01-12-2025
Bio
-
Data source:
All financial data is supplied by FE
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