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TM Cavendish AIM B Inc

Ranked 2 out of 17 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Paul Mumford

Paul Mumford has extensive investment experience. Having worked as an Analyst for Norris Oakley Brothers and later as a smaller-companies expert at R Nivison, he moved across to fund management in 1988 when he joined Glenfriars. Paul joined Cavendish at the group’s formation in 1994. He is manager of the Cavendish Opportunities, AIM and UK Select funds.

Objective

To achieve this objective the sub-fund aims to invest mainly in equities on the UK Alternative Investment Market. This will be achieved by an actively managed diversified portfolio of shares spread across any sector of AIM. In addition, the sub-fund may on occasion invest in fully listed shares of companies with smaller market capitalisations.

Showing fund performance in Funds Insider View performance globally

Performance

UK Medium Companies over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 21.5%
2018 -7.2% 0.5% 7.3% 1.7% -15.4%
2017 32.8% 6.5% 7.2% 10.9% 4.9%
2016 31.4% -3.2% -1.2% 23.3% 11.4%
2015 7.5% -1.8% 9.2% -0.8% 1.0%
2014 -1.0% 4.9% -0.4% -3.2% -2.0%
2013 38.5% 5.7% 0.9% 17.4% 10.6%
2012 12.9% 10.7% -4.9% 4.4% 2.7%
2011 -11.6% -0.5% -1.4% -7.8% -2.2%
2010 37.1% 5.9% 0.4% 15.3% 11.9%
2009 57.8% 1.4% 21.8% 25.1% 2.3%
2008 -48.7% -9.5% -1.8% -20.4% -27.4%
2007 9.4% 7.2% 12.1% -6.0% -3.2%
2006 -3.5% 5.6% -10.8% 0.2% 2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
RockRose Energy PLC ORD 13.89%
GBP Cash 4.45%
Altitude Group PLC ORD 2.98%
Keystone Law Group PLC ORD 2.32%
Lighthouse Group PLC ORD 2.30%
Parkmead Group PLC ORD 2.02%
IQE PLC ORD 2.02%
Serica Energy PLC ORD 1.93%
Netcall PLC ORD 1.83%
RWS Holdings PLC ORD 1.76%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/10/2005
  • Share Class size56Mn
  • Base currencyGBP
  • ISIN GB00B0JX3Z52

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.75%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).