TB Amati UK Smaller Companies B Acc

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Management
Name of CompanyT. Bailey Fund Services Limited
Phone+44 115 9888200
Websitewww.tbaileyfs.co.uk
Address64 St. James's Street
 Nottingham   NG1 6FJ
 United Kingdom
Other Share Classes
TB Amati UK Smaller Companies A Acc
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date29/07/2008
Fund Advisor(s)
Amati Global Investors Ltd
Fund ManagerPaul Jourdan
Manager Start Date29/07/2008
Education
University of Cambridge, Ph.D.
University of Cambridge, M.A.
 
Biography
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 ManagerDavid Stevenson
Manager Start Date06/02/2012
Career Start Year1993
Education
Edinburgh University, M.A.
 
Biography
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.
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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)