Scottish Widows UK Smaller Companies A Acc

IMA Sector:

UK Smaller Companies

ISIN:

GB0031644197

Fund Type:

OEIC

461.40p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 03-May-2024
  • Change: 3.00p
  • Change %: 0.65%
  • Currency: GBP
  • YTD change: 23.30p
  • YTD %: 5.32%

Fund Objective

To give long-term capital growth by investing in a range of shares and other investments of mainly UK smaller companie

View on Past Performance

The six months to the end of June have been a challenging period for UK equities, and particularly for those investing in smaller companies. Volatility has been a key feature of the market. With risk-averse investors seeking the perceived safety of shares in large companies, smaller companies have underperformed relative to the market.While many small and medium-sized companies are now trading at their most attractive valuations in several years, their share prices may prove vulnerable to ongoing economic concerns.

Fund Details

Latest Price 461.40p IMA Sector UK Smaller Companies
Currency British Pound Launch Date 10/05/1993
Fund Size n/a Fund Manager Gregor MacDonald
ISIN GB0031644197 Dividend 0.00p

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

 

Price Info

Date 03-May-2024
NAV 461.40p
Currency GBP
Change 3.00p
% 0.65%
YTD change 23.30p
YTD % 5.32%

Fund Facts

Fund Inception 10/05/1993
Fund Manager Gregor MacDonald
TER 1.62 (30-Sep-2010)

Fund Reports

Minimum Investment
Initial £1000
Additional n/a
Savings n/a
Charges
Initial n/a
Annual Mang't n/a
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.14

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