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LF Livingbridge UK Micro Cap A Acc

Ranked 7 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Brendan Gulston

Brendan Gulston joined Livingbridge in June 2015. He previously spent four and a half years at Canaccord Genuity working in corporate finance, specialising in the telecoms and technology sectors, advising a range of smaller companies on IPOs, fundraisings and M&A activity. Gulston has a bachelor of commerce degree from The University of Melbourne.

Ken Wotton

Ken Wotton joined Livingbridge in 2007 and is the lead fund manager of equity funds. He leads all new investment and portfolio management activities for Livingbridge in the public markets and spends significant amounts of his time meeting with the management teams of existing and prospective investee companies. Wotton graduated from Brasenose College at Oxford University, qualified as a chartered accountant at KPMG and then spent seven years as an equity research analyst at Commerzbank and Evolution Securities. As an analyst he focused on the telecoms and technology sectors and covered a range of large-cap and small-cap companies, as well as gaining significant experience of AIM market fundraisings.

Objective

To achieve long term capital growth through investment primarily in equities of UK companies. Investment in the main will be in an actively managed portfolio of equities of smaller UK companies traded on AIM and other UK markets which are considered to have potential for capital growth. The Company may also invest directly in gilts, money market instruments, deposits, warrants, international equities, bonds, collective investment schemes and other assets permitted by the FCA Handbook.

Performance

UK Smaller Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% 9.6%
2017 28.0% 5.4% 9.4% 6.5% 4.2%
2016 5.8% -2.5% -7.5% 13.0% 3.8%
2015 19.3% 3.3% 7.1% 3.7% 4.1%
2014 9.5% 12.4% -3.2% -0.3% 0.9%
2013 55.0% 12.6% -1.2% 22.1% 14.2%
2012 21.8% 9.5% -7.4% 11.0% 8.1%
2011 1.6% 10.7% 2.0% -8.8% -1.3%
2010 21.9% 2.6% -2.8% 11.6% 9.6%
2009 1.9% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/05/2009
  • Base currencyGBP
  • ISIN GB00B55S9X98

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.9

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).