MI Chelverton UK Equity Income B Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 50 GBP (28/04/2025) |
| Fund size (mil) | 166 GBP (28/04/2025) |
Top 10 holdings
| Assets in top 10 holdings % | 24.76 |
| Total number of equity holdings | 82 |
| Total number of bond holdings | 0 |
| Holdings 31/03/2025 | % of assets |
|---|---|
| Bakkavor Group PLC Ordinary Shares | 3.32 |
| Chesnara PLC | 3.10 |
| Phoenix Group Holdings PLC | 2.79 |
| Wickes Group PLC | 2.41 |
| Telecom Plus PLC | 2.35 |
| Polar Capital Holdings PLC | 2.29 |
| Mony Group PLC | 2.29 |
| Zigup PLC | 2.17 |
| TP ICAP GROUP PLC | 2.04 |
| Assura PLC | 2.01 |