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Aberdeen UK Smaller Companies Equity A Acc

Ranked 28 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Jeremy Whitley

Born in the English town of Shrewsbury in 1964, Jeremy Whitley studied at the University of St Andrews in Scotland. He graduated with a degree in English and art history and, in 1988, he joined SG Warburg as a graduate trainee, then moving to Mercury Asset Management as an assistant investment manager. He spent three years at Guaranty Trust Bank, before moving to Edinburgh Fund Managers to head up the Asia Pacific equities desk. Since 2003, he has been at Aberdeen, where he holds the position of head of pan European equities. His investment strategy is ‘growth at a Scottish price’ and it aims to perform in all environments except those of strong momentum. Cash is not a tactical element within the portfolio. Outside of fund management, Jeremy has a wide-range of interests including shooting, tennis, skiing, chess, and frequenting the cinema and theatre.


The objective of the Fund is to grow your capital by investing in smaller UK companies, which are those that are outside the 200 largest companies at the time of investment.

Showing fund performance in United Kingdom View performance globally


UK Smaller Companies over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.4%
2016 6.4% -2.5% -4.4% 11.9% 2.1%
2015 11.6% 6.0% 8.9% -6.4% 3.3%
2014 -7.2% -1.2% -3.2% -3.1% 0.2%
2013 36.2% 10.6% 1.6% 10.0% 10.2%
2012 27.6% 13.2% -2.4% 10.4% 4.6%
2011 -10.9% 0.2% 3.1% -13.2% -0.7%
2010 33.4% 7.2% -1.4% 14.7% 10.0%
2009 45.8% -4.6% 23.2% 24.3% -0.2%
2008 -37.8% -7.1% -5.6% -12.8% -18.6%
2007 -18.7% 3.2% -0.8% -9.8% -12.0%
2006 26.7% 14.4% -5.3% 3.7% 12.8%
2005 15.6% 5.1% -1.2% 3.5% 7.5%
2004 18.2% 9.5% -2.5% -0.6% 11.3%
2003 39.6% -8.2% 27.6% 10.2% 8.2%
2002 -27.2% -3.4% -4.1% -17.8% -4.5%
2001 -22.0% -12.4% 3.7% -20.8% 8.5%
2000 4.4% 15.5% -12.1% 7.0% -3.9%
1999 80.8% 20.9% 7.5% -0.1% 39.3%
1998 10.7% 22.4% 3.7% -19.1% 7.7%
1997 4.9% 3.3% -4.2% 1.5% 4.4%
1996 5.5% 3.5% 5.7% -2.7% -0.9%
1995 0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Dechra Pharmaceuticals PLC ORD 3.43
XP Power Ltd ORD 3.28
Euromoney Institutional Investor PLC ORD 3.17
Oxford Instruments PLC ORD 3.03
Hansteen Holdings PLC ORD 3.00
AVEVA Group PLC ORD 2.94
Ultra Electronics Holdings PLC ORD 2.89
BBA Aviation PLC ORD 2.86
Acal PLC ORD 2.86
Smart Metering Systems PLC ORD 2.79

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/1993
  • Share Class size246Mn
  • Base currencyGBP
  • ISIN GB00B07T4636

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50


  • Annual management1.50%
  • Initial investment0

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