Quick Stats

Mid Price GBX 4,123.16 Day Change GBX -53.83 (-1.29%)
Price Date 17 Jan 2019 Crown Rating 5
Shares Class Acc. Yield 0.84 %
Last Ex-Dividend Date 02 July 2018 Dividend Frequency Semi-annually
Sector UK Smaller Companies Fund Size 163,249,494.78
Launch Date 19/05/2009 Standard Initial Charge 5.00%
Ongoing cost 0.98% Annual Management Charge 0.90%
ISIN GB00B55S9X98 Sedol B55S9X9

Fund Objective

To achieve long term capital growth through investment primarily in equities of UK companies. Investment in the main will be in an actively managed portfolio of equities of smaller UK companies traded on AIM and other UK markets which are considered to have potential for capital growth. Investing in smaller companies, including AIM companies, can carry greater risks than those usually associated with larger companies and investors capital is at risk.

Fund Managers

Ken Wotton
Ken Wotton joined Livingbridge in 2007 as a quoted fund manager. He is the Lead Fund Manager for the quoted company investment activity. Ken joined from Evolution Securities where he spent two years in equity research specialising in small cap telecoms and technology stocks and AIM market fundraisings. Prior to that, he spent five years in the equity research department of Commerzbank Securities where he focused on the pan-European telecoms sector. Ken qualified as an ACA with KPMG in London.
Brendan Gulston
Brendan Gulston joined Livingbridge in June 2015 and co-manages the quoted investments on behalf of the Baronsmead VCTs, LF Livingbridge UK Micro Cap Fund, and LF Livingbridge UK Multi Cap Income Fund. He previously spent four and a half years at Canaccord Genuity working in corporate finance, specialising in the telecoms and technology sectors, advising a range of smaller companies on IPOs, fundraisings and M&A activity. Brendan has a Bachelor of Commerce degree from The University of Melbourne and has passed CFA Levels I and II.