MI Chelverton UK Opportunities A GBP Accumulation

The MI Chelverton UK Opportunities Fund aims to achieve long-term capital growth by primarily investing in a diverse selection of 30 to 55 UK-based companies listed on the London Stock Exchange or AIM. At least 80% of the portfolio is dedicated to these UK firms, focusing on those with strong growth potential or that appear undervalued. Additionally, up to 20% of the fund may be allocated to various financial instruments like transferable securities, money market instruments, or cash equivalents. The fund is actively managed, adjusting its investments based on the economic cycle by favoring smaller and medium-sized companies during growth periods and larger, more defensive companies during downturns.