Business Details
Your Trusted Partner for Investment Management Solutions
Chelverton Asset Management has been delivering tailored investment solutions for over 25 years, combining deep market expertise with a commitment to responsible investing. Our experienced fund managers specialise in identifying companies with strong long-term growth potential, supported by rigorous research and active stewardship. We prioritise client needs through a boutique approach that emphasises transparency, ethical practices, and sustainable value creation. Our investment strategies focus on capitalising on market imperfections through patient, ownership-oriented stock selection.With dedicated teams in Bath, London, and Edinburgh, we maintain a client-centric philosophy that integrates material ESG considerations into every decision. Our proven track record demonstrates our ability to navigate economic cycles while maintaining a clear focus on long-term objectives. We operate under the highest regulatory standards, authorised by the Financial Conduct Authority, ensuring compliance with all relevant industry regulations.
Services
UK Equity Income Fund
European Select Fund
Global Technology Fund
Responsible Investing Strategies
Active Stewardship Services
Highlights and features
- We offer 25+ years of specialist experience in equity fund management
- Our team employs a proven ownership-oriented stock selection methodology
- We integrate material ESG considerations into all investment decisions
- Our boutique approach enables tailored solutions and direct engagement
- We maintain full transparency through regular client reporting and updates
Associations and certifications
- Financial Conduct Authority (FCA)
Services
UK Equity Income Fund
This fund focuses on UK mid-cap companies delivering high and growing quarterly dividends alongside long-term capital growth. Our team selects cash-generative businesses with strong market positions. The strategy aims to outperform UK GDP growth through carefully curated equity investments.
European Select Fund
Specialising in European equities outside the UK, this fund targets companies across market capitalisations with minimum 50m market cap. We focus on businesses demonstrating strong growth potential and market leadership across continental Europe.
Global Technology Fund
This UCITS-compliant fund invests in global technology companies benefiting from long-term structural trends. We identify innovators positioned to capitalise on digital transformation and technological advancements across international markets.
Responsible Investing
Our responsible investing approach combines traditional financial analysis with material ESG considerations. We engage directly with companies to address sustainability challenges while maintaining our core investment philosophy of long-term value creation.
Active Stewardship
We implement comprehensive stewardship through annual engagement plans, quarterly reporting, and active voting on corporate resolutions. This approach enhances our investment outcomes by promoting better corporate governance and addressing material ESG risks.
Questions
What investment strategies does Chelverton offer?
We provide a range of equity-focused strategies including UK and European funds, global technology investments, and responsible investing options tailored to institutional clients.
How does Chelverton integrate ESG considerations?
We incorporate material environmental, social and governance factors into our investment process through direct company engagement and active stewardship.
Are Chelverton's funds available internationally?
Our UK-domiciled funds are available to professional investors globally, while Swedish-domiciled funds are not available for sale in the UK.
What is Chelverton's approach to active ownership?
We exercise voting rights on all resolutions and maintain an annual engagement plan to address ESG issues through constructive dialogue with investee companies.
How can I access fund performance information?
Detailed factsheets and performance reports are available on our website for all funds, including quarterly updates and annual stewardship reports.
