To give long-term capital growth by investing in a range of shares and other investments of mainly UK smaller companie
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.
Latest Price | 539.30p | IMA Sector | UK Smaller Companies |
---|---|---|---|
Currency | British Pound | Launch Date | 10/05/1993 |
Fund Size | n/a | Fund Manager | Gregor MacDonald |
ISIN | GB0031644205 | Dividend | 0.00p |
Date | 23-Jul-2021 |
---|---|
NAV | 539.30p |
Currency | GBP |
Change | 5.00p |
% | 0.94% |
YTD change | 539.30p |
YTD % | n/a |
Fund Inception | 10/05/1993 |
---|---|
Fund Manager | Gregor MacDonald |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | n/a |
Exit | 5.00% |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.14 |
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