Winner: Gresham House Strategic Equity IT
The shortlisted companies are:
JPM UK Smaller Companies IT
Gresham House Strategic Equity IT
Aberforth Split Level Income IT
Teviot UK Smaller Companies
Liontrust UK MicroCap
JPM UK Smaller Companies IT
Management group: JPMorgan Asset Management
Category: UK Smaller Companies
Related benchmark used: FTSE Small Cap ex-IT
One-year total return: 15.2
Five-year total return: 53.09
Assets/Market capitalisation: £405mn
Name of manager(s)/management team(s): Georgina Brittain & Katen Patel
Start date of longest serving manager(s)/management team(s): January 1, 1998
Gresham House Strategic Equity IT
Management group: Gresham House
Category: UK Smaller Companies
Related benchmark used: FTSE Small Cap ex-IT
One-year total return: 15.4
Five-year total return: 55.51
Assets/Market capitalisation: £159mn
Name of manager(s)/management team(s): Ken Wotton
Start date of longest serving manager(s)/management team(s): October 1, 2020
Aberforth Split Level Income IT
Management group: Aberforth
Category: UK Smaller Companies
Related benchmark used: FTSE Small Cap ex-IT
One-year total return: 24.2
Five-year total return: 31.71
Assets/Market capitalisation: £209mn
Name of manager(s)/management team(s): Euan Macdonald, Peter Shaw, Jeremy Hall, Sam Ford, Rob Scott Moncrieff & Rowan Marron
Start date of longest serving manager(s)/management team(s): July 3, 2017
Teviot UK Smaller Companies
Management group: Teviot
Category: UK Smaller Companies
Related benchmark used: FTSE Small Cap ex-IT
One-year total return: 8.65
Five-year total return: 53.68
Assets/Market capitalisation: £102.7mn
Name of manager(s)/management team(s): Barney Randle & Dan Vaughan
Start date of longest serving manager(s)/management team(s): August 29, 2017
Liontrust UK MicroCap
Management group: Liontrust
Category: UK Smaller Companies
Related benchmark used: FTSE Small Cap ex-IT
One-year total return: 6.86
Five-year total return: 50.51
Assets/Market capitalisation: £139.8mn
Name of manager(s)/management team(s): Anthony Cross, Julian Fosh, Matthew Tonge, Victoria Stevens & Alex Wedge
Start date of longest serving manager(s)/management team(s): –
