Aberforth UK Small Companies Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Aberforth Unit Trust Managers Ltd |
| Phone | +44 131 2200733 |
| Website | www.aberforth.co.uk |
| Address | 14 Melville Street - Edinburgh EH3 7NS United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 20/03/1991 |
Managers
| Fund manager | Jeremy Hall |
| Manager start date | 15/10/2018 |
| Biography | Jeremy Hall - MA (Hons)Jeremy joined Aberforth in October 2018 and became a Partner in January 2020. He is responsible for the following sectors - Banks; Finance and Credit Services; Investment Banking and Brokerage Services; and Tobacco. Jeremy has passed all three levels of the CFA programme. |
| Fund manager | Euan Macdonald |
| Manager start date | 14/05/2001 |
| Biography | Euan Macdonald - BA (Hons)Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors - Alternative Energy; Automobiles and Parts; Consumer Services; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Non-life Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers. |
| Fund manager | Samuel Ford |
| Manager start date | 05/08/2019 |
| Biography | Sam joined Aberforth in August 2019 and became a Partner in May 2021. He is responsible for the following sectors - Aerospace and Defense; Health Care Providers; Media; Medical Equipment and Services; Oil, Gas and Coal; Pharmaceuticals and Biotechnology; and Software and Computer Services. Sam has passed all three levels of the CFA programme. |
| Fund manager | Robert Scott Moncrieff |
| Manager start date | 28/02/2022 |
| Biography | Rob Scott Moncrieff - BSc (Hons)Rob joined Aberforth in February 2022 and became a Partner in March 2024. He previously worked as a global equities analyst with Latitude Investment Management. Rob’s early career included UK-focussed equity research responsibilities with Brewin Dolphin, following an internship with International Value Advisers, in New York. He is responsible for the following sectors - Chemicals; Construction and Materials; Electronic and Electrical Equipment, General Industrials; Household Goods and Home Construction; Industrial Materials; Industrial Metals and Mining; Precious Metals and Mining; and Technology Hardware and Equipment. Rob has passed all three levels of the CFA programme. |
| Fund manager | Rowan Marron |
| Manager start date | 06/11/2023 |
| Biography | Rowan Marron - MScRowan joined Aberforth in November 2023. She has fifteen years' previous experience as an equity analyst, most recently at Rathbones Investment Management. Her experience covers a wide variety of sectors, geographies and cap sizes, and includes eighteen months with a quantitative start-up. She is responsible for the following sector - Food Producers and Travel and Leisure. Rowan has passed all three levels of the CFA programme. |
| Fund manager | Peter Shaw |
| Manager start date | 01/04/2016 |
| Biography | Peter Shaw - CA, BCom (Hons)Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Beverages; Electricity; Gas, Water and Multi-utilities; Industrial Support Services; Industrial Transportation; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; Telecommunications Equipment; and Waste and Disposal Services. |
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