TB Amati UK Smaller Companies Fund

This was our first introduction to the strategy. Just looking at the high-level data the fund has a high upside capture and strong downside capture. We can see this both in 2018 and 2020. The manager also has a strong batting average which again supports the outperformance. However, there is greater volatility with this strategy which investors need to accept but at the same time they are currently being rewarded for this level of volatility.

The fund invests in companies with a market cap of between £35 million and £3000 million. They have 76 equity holdings, but they are looking to reduce this down. They look to invest in those companies which can sustain growth whatever is happening around. Macro does play a part, and with the UK there is the added pressures of the pandemic and Brexit, but from a bottom up perspective they include companies that are focused on the broader long-term themes….read more

Fund Facts Morningstar


Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.