We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

TM Tellworth UK Select Class A - Accumulation (GBP)

Sell:142.00p Buy:142.00p Change: 0.30p (0.21%)
Prices as at 15 October 2024
Sell:142.00p
Buy:142.00p
Change: 0.30p (0.21%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 15 October 2024
Sell:142.00p
Buy:142.00p
Change: 0.30p (0.21%)
Prices as at 15 October 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

View our full research note on the TM Sanditon UK Select Fund »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/10/19 to 15/10/20 15/10/20 to 15/10/21 15/10/21 to 15/10/22 15/10/22 to 15/10/23 15/10/23 to 15/10/24
Annual return 6.54% 12.19% 8.71% 5.10% 8.92%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: John Warren
Manager start date: 12 December 2019
Manager located in: UK

John launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2010, moving to Schroders in 2013 after the acquisition of Cazenove. Prior to this, John worked at UBS and Investec Bank and before this PricewaterhouseCoopers where he qualified as a Chartered Accountant. He has over 18 years of investment experience. John graduated from Loughborough University with a degree in Economics and Accountancy.

manager photo
Manager Name: Seb Jorry
Manager start date: 12 December 2019
Manager located in: UK

Seb joined Tellworth in January 2018. Prior to this, Seb was Head of Strategy & Stock Selection at Liberum, where he led a three-person team publishing strategy pieces and investment lists on UK FTSE 350 equities. In this role, he and the team built several proprietary models and frameworks to help UK equity PMs better forecast UK economic data in the wake of the Brexit vote - a product called ?UK Thermostat' - and several factor models to help company analysis, the most prominent being ?Sinners'. Since joining Tellworth, alongside the rigorous bottom-up fundamental work required of all of the team, Seb has brought these tools into a live portfolio environment with the Dynamic funds, particularly developing ?alternative data' methods for insights into single-stocks, as well as macro. Seb started his career in 2009 trading distressed debt at RBS before joining Liberum as a UK Equity analyst. He graduated from Bristol University with a first class degree in Mathematics and is a CFA Charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account