TB Amati UK Smaller Companies B Acc

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Name of CompanyAmati Global Investors Ltd
Website -
AddressAmati Global Investors Limited
 Edinburgh   EH2 4DF
 United Kingdom
Other Share Classes
TB Amati UK Smaller Companies A Acc
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date29/07/2008
Fund Advisor(s)
Amati Global Investors Ltd
Fund ManagerPaul Jourdan
Manager Start Date29/07/2008
University of Cambridge, Ph.D.
University of Cambridge, M.A.
Paul Jourdan joined Noble in June 2007 after the successful transfer of First State Investments AIM VCT plc to Noble. Paul is Head of Equity Investments for Noble and has specific responsibility for Noble AIM VCT plc and CF Noble UK Smaller Companies Fund (formerly First State British Smaller Companies Fund). Paul joined Stewart Ivory & Company Ltd (now First State Investment Management (UK) Ltd) in 1998, working initially on UK and Emerging Market equities, and then assisting with the management of First State Global Opportunities Fund. Paul took over the management of the First State British Smaller Companies Fund in September 2000 and has run the fund since then. Paul holds a Master of Arts and a Ph.D. from Cambridge University and is a member of the CFA Institute.
Fund ManagerAnna Macdonald
Manager Start Date17/01/2018
Fund ManagerScott McKenzie
Manager Start Date07/04/2021
Career Start Year2000
Scott spent nine years at Britannia Asset Management, where he helped to build their UK Equity team into one of the industry’s leaders. He managed the Britannia Higher Yield Fund, which was AAA rated by Standard & Poor’s, and consistently among the best-performing funds in its sector. Scott moved to Norwich Union Investment Management – which later became Morley Fund Management – in 1999. At Morley, he managed the Norwich UK Equity Income Fund and the RBS Equity Income Fund, and co-managed the Norwich Distribution Fund. Both of the Norwich funds he managed were A-rated by Standard and Poor’s at the time of his departure. Scott joined Martin Currie in October 2005 to manage Martin Currie’s UK equity income fund.
Fund ManagerDavid Stevenson
Manager Start Date06/02/2012
Career Start Year1993
Edinburgh University, M.A.
David graduated from Edinburgh University with MA Honours in Economics and Accountancy before training as a chartered accountant with KPMG. He was involved latterly in corporate finance before moving into venture capital with Dunedin. In 1993 David moved to SVM where he managed the SVM UK Opportunities fund from its launch to end October 2005, as well as having co-responsibility for an institutional client base with funds totalling £600m.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)