MI Chelverton UK Equity Income B Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 45 GBP (04/02/2026) |
| Fund size (mil) | 132 GBP (04/02/2026) |
Top 10 holdings
| Assets in top 10 holdings % | 22.02 |
| Total number of equity holdings | 82 |
| Total number of bond holdings | 0 |
| Holdings 31/12/2025 | % of assets |
|---|---|
| Chesnara PLC | 2.74 |
| Polar Capital Holdings PLC | 2.42 |
| Phoenix Group Holdings PLC | 2.41 |
| Zigup PLC | 2.31 |
| Rathbones Group PLC | 2.19 |
| Ashmore Group PLC | 2.19 |
| Diversified Energy Co | 1.96 |
| Telecom Plus PLC | 1.94 |
| Wickes Group PLC | 1.93 |
| Primary Health Properties PLC | 1.92 |