Quick Stats

Bid Price - Offer Price -
Mid Price GBX 536.10 Day Change GBX -1.85 (-0.34%)
Price Date 19 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 3.07 Fund Size 5,996,500.00
Launch Date 01/06/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 3.07
ISIN GB00B1XQNF71 Min TopUp (£) 100.00

Fund Objective

The objective of the fund is to invest in well managed UK smaller companies that are financially sound, have a distinct and sustainable competitive advantage and are capable of long term growth. In addition we seek to invest in companies with meaningful employee engagement and employee share ownership.

Fund Managers

Alistair Currie
Alistair, prior to joining Castlefield Investments, managed the UK Smaller Companies Fund at Premier Fund Managers since October 2003. Previously as the head of the small cap investment team at Edinburgh Fund Managers (EFM), Alistair built up a formidable reputation running smaller companies funds. He also had responsibility for over-seeing the team managing all of EFM's small cap portfolios, including the EFM balanced growth institutional mandates.