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TB Amati UK Smaller Companies added to Wealth Shortlist

Important notes

This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

TB Amati UK Smaller Companies was added to our Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 30 July 2020.

The fund aims to deliver long-term growth by investing in smaller companies that have more room to grow than larger ones. The managers are more conservative in their approach than many others in the sector, although investing in smaller companies always involves higher risk. The fund could be a useful option for adding growth potential to an adventurous portfolio mainly invested in larger companies.

The fund is managed by Dr Paul Jourdan, David Stevenson and Anna Macdonald. Jourdan began his fund management career in 1998, gaining experience in the UK, emerging markets and global sectors. He became Head of UK Equites at First State in 2004 and co-founded Amati in 2010. As well as running this fund, he is also the chief executive of Amati Global Investors.

In 2012 Jourdan was joined by Stevenson, who started his career as an accountant, then worked in various investment roles including corporate finance, private equity, and listed equity. The pair became a trio when Macdonald joined in 2018. She’d held various fund manager positions throughout her career, usually with a UK focus.

They’re supported by analyst Dr Gareth Blades, who joined in 2019. His academic and life sciences background means he’s particularly involved in researching healthcare sector companies. All team members also manage other portfolios at Amati, but they’re all focused on small UK companies too, and the majority of their time is spent on this fund.

We’ve monitored the fund and the managers for many years. Over this time our conviction in them has grown and we’ve recently decided to add the fund to the Wealth Shortlist. We admire the team’s experience, strong track record and their sensible approach, and believe they have the ability to deliver good long-term results for investors.

Annual percentage growth
June 15 -
June 16
June 16 -
June 17
June 17 -
June 18
June 18 -
June 19
June 19 -
June 20
TB Amati UK Smaller Companies 7.7% 40.5% 33.6% -4.6% -2.0%
FTSE Small Cap ex Investment Trusts -3.7% 28.4% 6.4% -8.6% -12.3%

Past performance is not a guide to the future. Source: Lipper IM to 30/06/2020.

Find out more about this Fund including charges

TB Amati UK Smaller Companies Key investor information


Important notes

This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

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