Dale RobertsonPortfolio Manager

Dale joined Chelverton in 2017. He began his career as a chartered accountant at Arthur Andersen, moving to Edinburgh Fund Managers in 1995. He then managed European funds at SWIP before moving to Edinburgh Partners where he managed the EP European Opportunities Fund from 2003 – 2016. 

  • Bcomm with distinction, Edinburgh University
  • 7 years
    29 years
Gareth RuddPortfolio Manager

Gareth joined Chelverton in 2017. He began his career in financial services in 1996 at Edinburgh Fund Managers. He then moved to ABN Amro where he was a long/short investor within Principal Strategies until 2009. Before joining Chelverton, Gareth was a partner at Willis Welby, a boutique research house.

  • MA Hons Economics and Law, Edinburgh University
  • 7 years
    28 years
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Key facts

£176.7m
Fund size
1.36% (estimated)
Historic yield
58
Holdings
BenchmarkN/A
IA SectorIA Europe ex UK
Morningstar categoryEAA Fund Europe ex-UK Equity
Launch date06 March 2018
Fund typeUK Domiciled OEIC
Base currencyGBP
Dividend frequencyBiannual
Country of registrationUK

Fund objective

The objective of the fund is to achieve long-term capital growth. The fund will invest primarily in a portfolio of fully listed companies that trade on Continental European stock exchanges.

Source: Apex Fundrock Ltd as at 31/12/2023.