About Us

Chelverton Asset Management Limited was established in April 1998 to provide the investment management for The Micro Quoted Growth Trust plc (Micro Quoted), an investment trust listed at the same time. Simultaneously the major shareholder of Micro Quoted, MAH plc, an OFEX listed cash shell, appointed Chelverton to advise them on unquoted opportunities with the balance of their funds of some £2m. In 2001 these two funds were merged and renamed Chelverton Growth Trust PLC.

Chelverton commenced the fund raising for a new investment trust in January 1999, aimed at producing a very high and growing income with the potential for capital growth by investing in higher yielding UK small and mid cap equities. By May 1999 this fund was launched as the BFS Small Companies Dividend Trust PLC with Chelverton as the investment manager. It has since been renamed Small Companies Dividend Trust PLC.

Chelverton is delighted to report that Small Companies Dividend Trust won the award for the Best Performing Small Company Fund for 2001 at the PLC awards, sponsored by PWC. In 2002 and 2003 Small Companies Dividend Trust won The Investment Week - Best Split Capital Trust and in 2004 Money Observer's Best UK High Income Trust. In addition, Chelverton achieved a performance bonus for this fund in the year to April 2002, 2004, 2005 and 2006.

In December 2006 Chelverton launched it's first OEIC; the Chelverton UK Equity Income Fund to invest in higher yielding UK small and mid cap equities. 

As at 30 April 2012, total funds under management were approximately £110m.