Nick Burchett

5 Years of experience

Focus on good companies trading at low multiples

Current firm: Stonehage Fleming

Professional background

Director within Stonehage Fleming Investment Management. Co-manager of the TM Stonehage Fleming Opportunities Fund and the TM Stonehage Fleming Aim Fund. He joined the Group following the acquisition of Cavendish Asset Management where he served as a Fund Manager. Prior to Cavendish Nick spent 27 years with Investec Wealth & Investment managing client portfolios and with responsibility of the trading function for the UK group.

Educational background

N/A

Performance

3.55%

Manager Annualised Return Since Inception

1.81%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

3.55%

1.81%

1.74%

*Inception date: 11/1/2017

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

TM Stonehage Fleming Opportunities Fund

Value investing using fundamental analysis

Benchmark
FTSE All-Share Index TR

Class
L

ISIN
GB00BDGS7P20

AUM
113,802,392.48 €

Ongoing Charges
0.55%