Aberdeen UK Smaller Companies Equity A Acc
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.
Objective
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.
Performance
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Rank 28/50 Total Return
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Rank 5/50 Standard Deviation
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Rank 3/50 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 26 | M&G Smaller Companies A Inc | GBP | 27.4% |
| 27 | Halifax Smaller Companies C | GBP | 26.6% |
| 28 | Aberdeen UK Smaller Companies Equity A Acc | GBP | 26.4% |
| 29 | Castlefield UK Smaller Companies - Retail Inc | GBP | 26.2% |
| 30 | Henderson UK Smaller Companies A Net Acc | GBP | 25.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 3 | SF Webb Capital Smaller Companies Growth A Acc | GBP | 9.8 |
| 4 | Fidelity UK Smaller Companies A Acc | GBP | 10.7 |
| 5 | Aberdeen UK Smaller Companies Equity A Acc | GBP | 10.8 |
| 6 | Halifax Smaller Companies C | GBP | 11.1 |
| 7 | Scottish Widows UK Smaller Companies A Acc | GBP | 11.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 1 | Ruffer Sicav-Ruffer UK Mid and Sm Cos-O-GBP-Cap | GBP | -3.2% |
| 2 | Scottish Widows UK Smaller Companies A Acc | GBP | -4.2% |
| 3 | Aberdeen UK Smaller Companies Equity A Acc | GBP | -4.3% |
| 4 | Liontrust UK Micro Cap Fund (I) | GBP | -4.6% |
| 5 | Halifax Smaller Companies C | GBP | -4.8% |
| View full league table | |||
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
Breakdown
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
- United Kingdom
Fund Info
- Launch date30/04/1993
- Share Class size246Mn
- Base currencyGBP
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ISIN GB00B07T4636
Purchase Info
- Min. initial investment500
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment0