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BlackRock UK Smaller Companies A Acc

Ranked 42 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Ralph Cox

Ralph Cox is a managing director and portfolio manager at BlackRock based in London. As a UK small and mid-cap expert, he has a bias towards companies with high quality growth. Starting his career as a graduate trainee at Merrill Lynch Investment Managers (MLIM) in 1999, Cox joined BlackRock following the merger with MLIM in 2006. The Cambridge Engineering graduate enjoys skiing during his leisure time. Cox is a CFA Charter holder and enjoys skiing in his spare time.

Objective

The aim of the BlackRock UK Smaller Companies Fund is to achieve long term capital growth for investors. The Fund invests primarily in the shares of smaller companies incorporated or listed in the UK which we consider to have above average growth prospects. The Fund may also invest in collective investment schemes. Smaller companies are those whose market capitalisations are similar to that of companies in the Hoare Govett Smaller Companies plus AiM ex-Investment Trusts Index at the time of the Fund's investment.

Performance

UK Smaller Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% -6.7% -2.0%
2013 36.5% 9.6% 2.1% 9.6% 11.3%
2012 25.8% 13.5% -4.6% 8.8% 6.9%
2011 -11.9% 3.2% -0.8% -15.1% 1.3%
2010 45.3% 7.1% -3.6% 20.3% 16.9%
2009 32.8% -5.2% 17.2% 19.1% 0.3%
2008 -31.8% -2.9% 4.8% -12.5% -23.4%
2007 -8.3% 4.7% 3.8% -6.0% -10.2%
2006 27.6% 11.4% -4.3% 6.0% 12.8%
2005 29.3% 8.9% 2.6% 10.2% 5.0%
2004 33.7% 10.7% 1.6% 2.7% 15.7%
2003 46.5% -9.6% 29.1% 16.1% 8.2%
2002 -27.7% -0.3% -9.3% -17.8% -2.7%
2001 0.5% -3.0% 8.2% -21.9% 22.6%
2000 5.8% 7.5% -4.4% 6.2% -3.1%
1999 102.9% 16.5% 19.0% 10.2% 32.8%
1998 -11.0% 11.4% 5.0% -25.8% 2.5%
1997 2.7% 1.4% -9.5% 9.6% 2.2%
1996 18.8% 11.6% 4.1% 1.1% 1.2%
1995 -1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2013

Top 10 Holdings

Stock Size
Bodycote PLC ORD 2.73
Senior PLC ORD 2.59
Ted Baker PLC ORD 2.51
Workspace Group PLC 2.49
Bovis Homes Group PLC ORD 2.41
Howden Joinery Group PLC ORD 2.28
Scapa Group PLC ORD 2.04
Victrex PLC ORD 1.83
Rathbone Brothers PLC ORD 1.73
Elementis PLC ORD 1.70
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/05/1987
  • Share Class size419Mn
  • Base currencyGBP
  • ISIN GB0005811418

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).