Previously called TB Amati UK Smaller Companies
An unconstrained portfolio, seeking structural UK growth businesses that can grow faster than the economy, WS Amati UK Listed Smaller Companies fund is managed by a highly experienced team of small-cap specialists. The portfolio of 65-70 companies focuses on structural growth businesses, which the managers believe can add value in the under-researched small and mid-cap part of the market.
WS Amati UK Listed Smaller Companies fund is managed by a four-strong investment team. Dr Paul Jourdan co-founded Amati Global Investors in January 2010. The fund had a different name in the past, and Paul has been managing it since 2000. Prior to 1998 Paul was a professional violinist. Scott McKenzie began his career in the early 1990s at Britannia IM, and joined Amati in April 2021. His experience is in managing UK equity portfolios, and worked at Aviva, Martin Currie and Saracen prior to joining Amati. Dr Gareth Blades joined Amati in 2019 and has a supporting role as an analyst. He previously worked at various healthcare, pharmaceutical and scientific organisations. He has a DPhil in Systems Biology – Biochemistry from the University of Oxford, an MPhil in Micro and Nanotechnology Enterprise from the University of Cambridge and a first in Neuroscience from Cardiff University. Each of the managers is also an analyst and responsible for different sectors.
WS Amati UK Listed Smaller Companies fund has a very solid investment framework, which has consistently worked for 20 years. The fund is managed by a team of exceptionally experienced managers and few smaller companies funds can boast this level of resource. Even fewer can match this fund’s long-term track record, which has been outstanding.
£115.5m
Buy
No
8
0.75%
0.90%
Acc
1.98%
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.
Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).
Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.
Funds assigned to an alternative IA sector; sector rankings may differ accordingly.
The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.
This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.
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The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.
