Gresham House Strategic plc (SPK.L)
YHD - YHD Delayed Price. Currency in GBp (0.01 GBP)
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Gresham House Strategic plc
4th Floor 33 Glasshouse Street
Management Information
Tony Dalwood,Lead Manager since November 8, 2015
Tony is Chairman of the Board of SVG Investment Managers (SVGIM) and sits on SVGIM’s investment committees. He originally joined SVGIM in 2002 as Head of Public Equities and became Chief Executive of SVG Advisers in May 2009. Prior to joining SVGIM, he was a Director at UBS Global Asset Management, where he was employed for seven years. While at UBS, he was a member of the UK Equity Investment Committee and responsible for managing over £1.5 billion of UK equities.
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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
CategoryUK Small-Cap Equity
Fund FamilyGresham House Asset Management Ltd
Net Assets36.5M
YTD Return-0.07%
Yield0.00%
Morningstar Rating★
Inception DateOct 27, 1999
Fund Operations
Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover15.67%
Average for CategoryN/A
Fees & Expenses
ExpenseSPK.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
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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