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TM Cavendish Opportunities B Inc

Ranked 9 out of 14 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Paul Mumford

Paul Mumford has extensive investment experience. Having worked as an Analyst for Norris Oakley Brothers and later as a smaller-companies expert at R Nivison, he moved across to fund management in 1988 when he joined Glenfriars. Paul joined Cavendish at the group’s formation in 1994. He is manager of the Cavendish Opportunities, AIM and UK Select funds.

Objective

The principal investment objective of the sub-fund is to achieve long-term capital growth. To achieve this objective the sub-fund aims to invest in equities falling mainly under the following categories of smaller companies which offer long-term growth, companies which offer recovery prospects, and companies in sectors which are perceived to be unduly depressed. There is no geographical restriction but in practice the sub-fund will be mainly invested in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 3.4% 2.7%
2016 13.6% -0.9% -5.2% 11.4% 8.4%
2015 10.5% 3.1% 9.3% -1.6% -0.4%
2014 -4.5% 2.8% -2.2% -4.3% -0.8%
2013 38.0% 10.8% 0.8% 15.0% 7.5%
2012 27.5% 14.5% -4.4% 11.7% 4.2%
2011 -3.6% 8.9% 1.5% -13.6% 1.0%
2010 41.1% 6.0% 2.8% 18.2% 9.6%
2009 78.2% 8.5% 31.6% 23.9% 0.7%
2008 -50.1% -8.3% 3.5% -21.4% -33.0%
2007 -7.0% 3.7% 6.2% -6.5% -9.8%
2006 10.8% 6.2% -3.7% 4.1% 4.1%
2005 22.6% 9.0% 2.3% 6.7% 3.1%
2004 15.3% 5.1% 1.9% -3.5% 11.7%
2003 62.2% -3.3% 34.2% 20.5% 3.7%
2002 -20.0% 3.6% -5.3% -18.7% 0.3%
2001 -9.7% -9.5% 6.3% -24.0% 23.7%
2000 7.5% 8.7% -1.3% 5.6% -5.2%
1999 61.9% 18.0% 17.6% 4.5% 11.7%
1998 -3.8% 15.3% 5.1% -22.8% 2.8%
1997 22.9% 8.7% 0.3% 8.5% 3.9%
1996 16.9% 11.3% 5.3% 0.1% -0.3%
1995 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Clipper Logistics PLC ORD 3.25
STV Group PLC ORD 3.06
EnQuest PLC ORD 2.80
Lok'n Store Group PLC ORD 2.67
Eckoh PLC ORD 2.63
Carclo PLC ORD 2.21
Dialight PLC ORD 2.20
XP Power Ltd ORD 2.11
Quantum Pharma PLC ORD 2.09
Advanced Medical Solutions Group PLC ORD 2.01
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1988
  • Share Class size62Mn
  • Base currencyGBP
  • ISIN GB0032211103

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).