Business Details
Your Trusted Partner for Investment Management Solutions
Chelverton Asset Management has been delivering expert investment solutions for over 25 years, combining deep market knowledge with a commitment to responsible investing. Our experienced fund managers specialise in identifying long-term growth opportunities across UK and European equities, supported by rigorous stock-picking processes and tailored ESG integration. We prioritise client-centric decision-making, maintaining a boutique approach that enables focused engagement with companies to create sustainable value.Our investment philosophy centres on understanding market imperfections through extended time horizons, while our dedicated governance team ensures adherence to the highest standards of fiduciary responsibility. With offices in Bath, London, and Edinburgh, we serve professional investors seeking diversified fund strategies across multiple asset classes.
Services
UK Equity Income Fund
European Select Fund
Global Technology Fund
UK Opportunities Fund
Responsible Investing Strategies
Highlights and features
- 25+ years of specialist experience in UK and European equity markets
- Boutique approach with dedicated fund management teams
- Integrated ESG considerations tailored to specific investment niches
- Active ownership through comprehensive stewardship and voting practices
- Proven track record in managing funds through multiple economic cycles
Associations and certifications
- Financial Conduct Authority
Services
UK Equity Income Fund
Our UK Equity Income Fund focuses on mid-cap companies delivering consistent quarterly dividends alongside capital growth. The strategy targets businesses with strong cash generation capabilities and sustainable market positions. This fund suits investors seeking regular income with long-term capital appreciation potential in the UK equity market.
European Select Fund
The European Select Fund invests in equities across continental Europe, targeting companies with market capitalisations above 50m. We focus on businesses demonstrating strong management of ESG factors and competitive advantages within their sectors. This fund provides diversified exposure to European markets beyond UK-focused opportunities.
Global Technology Fund
Our Global Technology Fund capitalises on long-term structural trends in the technology sector. The strategy identifies companies benefiting from digital transformation, cloud computing, and emerging tech innovations. This fund offers exposure to global technology leaders and disruptors across various market capitalisations.
Responsible Investing
Our responsible investing approach integrates material ESG considerations into traditional financial analysis. We focus on companies effectively managing environmental, social and governance risks without applying rigid exclusion criteria. This strategy maintains active ownership through engagement and voting to enhance long-term value creation.
UK Opportunities Fund
The UK Opportunities Fund takes a flexible all-cap approach without sector or size biases. We target undervalued companies across the market capitalisation spectrum with potential for earnings growth. This fund provides diversified UK equity exposure through a focused portfolio of high-conviction investments.
Questions
What investment strategies do you offer?
We offer UK and European equity funds, global technology strategies, and alternative investment trusts with varying risk-return profiles.
How do you incorporate ESG factors?
We integrate material ESG considerations into our fundamental analysis without applying rigid exclusion criteria or sustainability labels.
Are your funds available internationally?
Our funds primarily serve UK professional investors, with some Swedish-domiciled options not available for UK sale.
What is your approach to active ownership?
We exercise voting rights and maintain an annual engagement plan to address ESG issues and management expectations.
How can I access fund documentation?
Factsheets and reports are available on our website or through our investor relations contacts.
