Aberforth UK Small Companies Acc

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Name of CompanyAberforth Unit Trust Managers Ltd
Phone+44 131 2200733
Address14 Melville Street
 Edinburgh   EH3 7NS
 United Kingdom
Other Share Classes
Aberforth UK Small Companies Inc
DomicileUnited Kingdom
Legal StructureUnit Trust
Inception Date20/03/1991
Fund Advisor(s)
Aberforth Partners LLP
Fund ManagerJeremy Hall
Manager Start Date15/10/2018
Career Start Year2000
Jeremy joined Aberforth on 15 October 2018 and became a Partner in Jan 2020. H He joined Nikko AM in August 2017 as a Portfolio Manager for Global Equities. Prior to joining Nikko AM, Jeremy was a Partner at Cartesian Capital Partners LLP responsible for managing UK Equity portfolios, long and long/short, for a wide variety of institutional and retail clients. Jeremy joined Cartesian in August 2007 from Teather & Greenwood where he worked as a Travel and Leisure Analyst, before which he worked as an Investment Manager at SVM Asset Management responsible for UK Equities, joining in January 2004. Between September 2000 and January 2004 he worked as an Investment Manager, European Equities initially with Scottish Life Assurance Co. and latterly with Abbey National Asset Managers. Prior to that, he qualified as a Chartered Accountant (The Institute of Chartered Accountants of Scotland) with Ernst & Young. Jeremy has a First Class M.A. Honours degree in History and Management Studies from the University of Glasgow, is a Chartered Accountant and CFA Charterholder.
Fund ManagerChristopher Watt
Manager Start Date30/04/2016
Aberdeen University, M.S.
Aberdeen University, B.S.
Chris joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors ‐Electricity; Gas, Water and Multi‐utilities; Industrial Metals and Mining; Industrial Transportation; Precious Metals and Mining; and Travel and Leisure. Chris Watt was appointed Fund Manager of the Jupiter Environmental Income Fund in January 2007. Chris joined Jupiter in 1999 as a Client Services Executive and became an Assistant Fund Manager in 2000. For most of his career at Jupiter, Chris has worked as an Assistant Fund Manager on the UK equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment. Chris is also Deputy Fund Manager of the Jupiter UK Alpha Fund, where he works closely with the key fund managers on the UK equity desk. Chris gained both an MSc Cert in Investment & Finance and a degree in Geography from Aberdeen University.
Fund ManagerEuan Macdonald
Manager Start Date14/05/2001
Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors ‐ Alternative Energy; Automobiles and Parts; Consumer Services; General Industrials; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Nonlife Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers.
Fund ManagerSamuel Ford
Manager Start Date05/08/2019
University of Strathclyde, M.S.
Sam joined Aberforth in August 2019 and became a Partner in May 2021. He is responsible for the following sectors ‐ Aerospace and Defense; Electronic and Electrical Equipment; Health Care Providers; Media; Medical Equipment and Services; Oil, Gas and Coal; Pharmaceuticals and Biotechnology; Technology Hardware and Equipment; and Telecommunications Equipment. Sam Ford was appointed fund manager of the M&G UK Select Fund in January 2017 and deputy fund manager of the M&G European Select Fund in July 2017. He is also deputy fund manager of the M&G Pan European Dividend Fund, M&G Dividend Fund and M&G UK Income Distribution Fund since February 2015. Sam initially joined M&G in 2014 as a dedicated analyst to the Income team. Prior to M&G, Sam worked at Alliance Trust, most recently as an investment manager with the Global Equities team. Sam graduated from the University of Strathclyde with a masters degree (merit) in chemical & process engineering and is a CFA charterholder.
Fund ManagerSonya Kim
Manager Start Date01/03/2021
Sonya joined Aberforth in March 2021 and is responsible for the following sectors ‐ Construction and Materials; Household Goods and Home Construction; and Software and Computer Services.
Fund ManagerRobert Moncrieff
Manager Start Date14/05/2022
Rob joined Aberforth in February 2022. He previously worked as a global equities analyst with Latitude Investment Management. Rob’s early career included UK‐focussed equity research responsibilities with Brewin Dolphin, following an internship with International Value Advisers, in New York.
Fund ManagerPeter Shaw
Manager Start Date30/04/2016
Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors ‐ Industrial Support Services; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; and Waste and Disposal Services. Peter joined AEGON Asset Management in July 2000 from Scott Oswald (now Tenon Group Plc) where he trained and qualified as a Chartered Accountant before becoming a portfolio manager, specialising working with smaller companies. Peter graduated from Edinburgh University in 1996 with a Bcom joint honours degree in Business Studies and Accountancy, qualified as a CA in 1999 and is an Affiliate of the Securities Institute.
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)