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TM Tellworth UK Smaller Companies Class I Class I - Accumulation

Sell:129.46p Buy:129.46p Change: 1.04p (0.81%)
Prices as at 18 April 2024
Sell:129.46p
Buy:129.46p
Change: 1.04p (0.81%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 18 April 2024
Sell:129.46p
Buy:129.46p
Change: 1.04p (0.81%)
Prices as at 18 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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 »

Our view on the sector

Smaller companies in the UK are among the most innovative and exciting around. They can be pioneers of an emerging industry, and adapt quickly to new opportunities. We think their long-term growth prospects are compelling. Some will blossom into the giants of tomorrow. But others will struggle or fail altogether, so they are higher risk. Unlike larger companies such as Tesco or Vodafone, which might have dozens of analysts poring over their accounts, smaller companies tend to be less researched. They might only have one or two analysts covering them which creates opportunities for eagle-eyed fund managers to spot hidden gems. Over the past decade, innovations such as the internet have allowed smaller companies to level the playing field with larger rivals. Even so, they tend to be more sensitive to the UK economy then larger companies so you should expect more ups and downs along the way. We think UK smaller companies could be a great addition to a diversified portfolio able to accept the increased volatility.

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

18/04/19 to 18/04/20 18/04/20 to 18/04/21 18/04/21 to 18/04/22 18/04/22 to 18/04/23 18/04/23 to 18/04/24
Annual return -13.04% 60.83% -9.17% -16.29% 10.20%

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: James Gerlis
Manager start date: 29 November 2018
Manager located in:

James joined Tellworth at launch in October 2017. As well as being a Fund Manager, James is Tellworth's Responsible Investment Lead. He joined after spending 7 years at BlackRock, where he worked as an Analyst on the UK Equity and Global Emerging Markets Equity teams. He has over 11 years of investment experience. James graduated from Balliol College, Oxford University with a degree in Economics and Management and is CFA Level III qualified.

manager photo
Manager Name: John Warren
Manager start date: 29 November 2018
Manager located in:

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: Paul Marriage
Manager start date: 29 November 2018
Manager located in:

Paul launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2005 and became Head of UK Dynamic at Schroders in 2013 after the acquisition of Cazenove. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management. He has over 20 years of investment experience. Paul graduated from University College, Oxford University with a degree in Modern History.

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
Invest now