MI Chelverton UK Equity Income Fund B Income shares

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Management
Name of CompanyChelverton Asset Management Ltd
Phone+44 1225 483030
Websitewww.chelvertonam.com
Address11 Laura Place
 Bath   BA2 4BL
 United Kingdom
Other Share Classes
MI Chelverton UK Equity Income Fund B Accumulation shares
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date27/11/2006
Fund Advisor(s)
Chelverton Asset Management Ltd
Fund ManagerOliver Knott
Manager Start Date01/01/2020
Education
University of Essex, B.A.
 
Biography
Oliver joined Chelverton Asset Management in January 2020 as an Assistant Fund Manager. He has extensive experience in UK small and mid cap equities having joined Brewin Dolphin as a generalist salesman after graduating from the University of Essex with a 1st class honours degree in Politics, Philosophy and Economics. Prior to joining Chelverton, he worked as an equity analyst for N+1 Singer, in their highly respected Technology research franchise. Oliver is a CFA Charterholder.
Fund ManagerDavid Taylor
Manager Start Date27/11/2006
 
Biography
David Taylor began his career as an analyst in the research department at Wedd Durlacher and moved into fund management in 1987 with the Merchant Navy Officers Pension Fund. He joined Gartmore Investment Limited in 1991, during this time, he ran a combination of institutional funds and investment trusts, namely the Clydesdale Investment Trust and London & Strathclyde Trust. In 1995, he moved to LGT to manage small cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. He joined Chelverton Asset Management in January 2006.
Fund ManagerDavid Horner
Manager Start Date27/11/2006
 
Biography
David Horner joined 3i Corporate Finance Limited in 1986 where he was a manager giving corporate finance advice. In May 1993 he joined Strand Partners Limited, and was appointed a director in January 1994, where he carried out a range of corporate finance assignments identifying, structuring and managing investments in quoted and unquoted companies. In October 1997 he left to set up Chelverton Asset Management Limited and was responsible for setting up, in May 1999, the Small Companies Dividend Trust, which he still manages.
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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