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The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of smaller companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including non UK companies), money-market instruments, cash, collective investment schemes (including funds managed by the Invesco group), deposits and cash.
Name | Title | Since | Until |
---|---|---|---|
Robin West | Portfolio Manager | 2023 | Now |
Biography | Robin joined Morley in 2004 as a fund manager ion the UK Specialist and Smaller Cap Team. He joined from Oriel Securities where he worked as a small companies analyst. Previously he spent 8 years as a smaller companies fund manager at Invesco. Before that, he spent 5 years at KPMG working on audit and special assignments for a wide variety of clients. Robin has a MA in Natural Sciences from Cambridge University. He has the following professional qualifications: ACA, IMC and CFA | ||
Jonathan Brown | Portfolio Manager | 2011 | Now |
Richard Smith | Portfolio Manager | 2002 | 2013 |
Biography | Mr. Smith, Fund Manager — UK Equities, joined the company in June 2002 and manages UK smaller companies funds. He began his fund management career in 1973. |
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