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LF Gresham House UK Multi Cap Inc F Sterling Acc

Ranked 22 out of 111 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Brendan Gulston

Brendan Gulston joined Livingbridge in June 2015. He previously spent four and a half years at Canaccord Genuity working in corporate finance, specialising in the telecoms and technology sectors, advising a range of smaller companies on IPOs, fundraisings and M&A activity. Gulston has a bachelor of commerce degree from The University of Melbourne.

Ken Wotton

Ken Wotton joined Livingbridge in 2007 and is the lead fund manager of equity funds. He leads all new investment and portfolio management activities for Livingbridge in the public markets and spends significant amounts of his time meeting with the management teams of existing and prospective investee companies. Wotton graduated from Brasenose College at Oxford University, qualified as a chartered accountant at KPMG and then spent seven years as an equity research analyst at Commerzbank and Evolution Securities. As an analyst he focused on the telecoms and technology sectors and covered a range of large-cap and small-cap companies, as well as gaining significant experience of AIM market fundraisings.

Objective

To deliver a return of income with a potential for capital growth

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -2.2% -0.8% 10.4% -0.3% -10.4%
2017 4.5% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2017
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB00BYXVGQ51

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.60%
  • Initial investment2.50%

Related News

Gresham House launches UK small cap fund for star recruit

Citywire AA-rated Ken Wotton, who joined group after swoop on Livingbridge funds business, handed new UK small cap fund.

Gresham House snaps up £500m private equity boutique's funds arm

Gresham House has continued its buying spree with the £40 million acquisition of private equity firm Livingbridge's funds arm.

Funds hit as star stock Games Workshop bites back

Stellar stock with strong fund manager backing slumps 8% and has lost around a fifth of its value since the end of last month.

AAA-rated Ken Wotton: roll the dice on a Games Workshop recovery

Ken Wotton, manager of the Livingbridge UK Multi Cap Income fund, explains why Games Workshop's recovery has further to go.

Private equity firm Livingbridge launches income fund

The firm has expanded its equity fund range with launch of multi-cap fund.

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