WS Amati UK Listed Smaller Coms B Acc (0P0000GBB2.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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WS Amati UK Listed Smaller Coms B Acc
18 Charlotte Square
Amati Global Investors Limited
Management Information
,Lead Manager since February 6, 2012
David graduated from Edinburgh University with MA Honours in Economics and Accountancy before training as a chartered accountant with KPMG. He was involved latterly in corporate finance before moving into venture capital with Dunedin. In 1993 David moved to SVM where he managed the SVM UK Opportunities fund from its launch to end October 2005, as well as having co-responsibility for an institutional client base with funds totalling £600m.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyAmati Global Investors Ltd
Net Assets399.85M
YTD Return3.19%
Yield2.36%
Morningstar Rating★★★
Inception DateJul 29, 2008
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings Turnover177.76%
Average for CategoryN/A
Fees & Expenses
Expense0P0000GBB2.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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