David Horner qualified as a chartered accountant in 1984 with Touche Ross & Co. In 1996 he joined 3i Corporate Finance Limited where he was a manager giving financial advice to corporate clients. David joined Strand Partners Limited in 1993 where he was a director of structured and managed investments in quoted and unquoted companies. In 1997 he founded Chelverton Asset Management and is currently a fund manager.
David Taylor began his career as an analyst in the research department at Wedd Durlacher and moved into fund management in 1987. He joined Gartmore Investment Management in 1991 and in 1995 he joined LGT where he managed small cap retail funds and then became the head of UK smaller companies at HSBC Asset Management where he spent seven years. David joined Chelverton in 2006 where he is a fund manager. He has over 22 years experience of small companies investment analysis and portfolio management.
The objective of the Fund is to provide a progressive income stream and achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK equities. The fund will invest in UK companies which aim to provide a high initial dividend, progressive dividend payments and long-term capital appreciation.
Rank 76/106 Total Return
Rank 7/106 Standard Deviation
Rank 88/106 Max Drawdown
|74||Schroder UK Alpha Income A Income||
|75||Neptune Income A Acc GBP||
|76||PFS Chelverton UK Equity Income B Inst Inc||
|77||MGTS Ardevora UK Income Acc||
|78||St James's Place Allshare Income Acc||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date27/11/2006
- Share Class size249Mn
- Base currencyGBP
- Min. initial investment100,000
- Min. additional investment0
- Annual management0.8%
- Initial investment0