James BakerPortfolio Manager

James Baker joined Chelverton in 2014. He has over 30 years of equity market experience on both buy and sell sides, specialising for all of his career in UK Small and Mid caps stock selection.

He has worked for several organisations over the years, but most notably spent 11 years from 1999 to 2011 as part of the ABN Amro, Small Mid cap sales team, which was consistently top ranked by Extel. Prior to joining Chelverton he worked as the Assistant fund manager on the Rathbone UK Recovery Fund.

  • BA (Hons) History, University of Cambridge
  • 11 years
    43 years
Edward BoothPortfolio Manager

Ed Booth graduated from the London School of Economics with a degree in Economics with Economic History, and qualified as a Chartered Accountant at Deloitte, where he focused on the Insurance sector. Prior to joining Chelverton, he worked as a Business Analyst for Barclays, focusing on a number of areas including Investment Bank Revenue and Group Capital performance.

  • BSc (Hons) Economics with Economic History, London School of Economics
  • 8 years
    8 years
Henry BottingPortfolio Manager

Henry joined Chelverton Asset Management in 2021 and was appointed co-manager of the Chelverton UK Equity Growth Fund in August 2022 and portfolio manager of UK Opportunities at launch. Prior to joining, Henry worked on the Equity Sales team at finnCap, where he specialised in UK small and micro-cap companies. He also has investment management experience prior to Chelverton at Rathbones and OLIM.

  • Economic and Social History from the University of Edinburgh
  • CFA
  • 2 years
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Key facts

£692.0m
Fund size
1.66%
Historic yield
131
Holdings
BenchmarkN/A
IA SectorIA UK All Companies
Morningstar categoryEAA Fund UK Small-Cap Equity
Launch date20 October 2014
Fund typeUK Domiciled OEIC
Base currencyGBP
Dividend frequencyYearly
Country of registrationUK

Fund objective

The objective of the fund is to achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK equities.

The historic yield reflects distributions over the past 12 months as a percentage of the mid price of the B share class as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions.

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