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Aviva Investors UK Smaller Companies SC 1 Acc

Ranked 18 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Toby Belsom

Toby Belsom graduated from the University of Bristol with a BSc in geography and graduated from Imperial College, London with a MSc in environment and business. He joined Aviva Investors in 2004 where he is currently a fund manager within the UK smaller companies team. Prior to this he worked at NPI Asset Management and Henderson Global Investors as an analyst. Toby is a Chartered Financial Analyst and also holds the Investment Management Certificate.

Trevor Green

Growth investor Trevor Green's first fund management job was with Capel Cure Myers where he managed smaller company portfolios. In 1997 Green moved to Credit Suisse and was promoted to director of the group's UK equity team. He joined Allianz Dresdner in February 2002 where he had responsibility for the Allianz Dresdner UK Growth and the Allianz Dresdner UK Mid-Cap funds. Now at New Star, Trevor runs the New Star UK Growth fund. Born in Edinburgh in 1967, Green graduated in Business Studies from Aberdeen University.

David Lis

David Lis is originally from Penrith in the UK and is currently based in London where he is head of UK equities for Norwich Union IM/Aviva. David has been with the firm since 1997 and head of equities since 2012. He joined from Ludgate Communications where he was director and head of investor relations from 1991 to 1996. David started his career in investment management as an analyst at Natwest Bank in 1973. Outside of work he enjoys skiing, golf, tennis and music.

Robin West

Robin West graduated from Cambridge University with a MA in natural sciences. He started his career at KPMG where he spent five years working on audit and special assignments and then joined Invesco where he spent eight years as a smaller companies fund manager. Robin went on to join Oriel Securities where he worked as a small companies analyst. He joined Aviva Investors in 2004 where he is currently a fund manager in the UK equity team. Robin is an Associate of the Institute of Chartered Accountants and also a Chartered Financial Analyst and holds the Investment Management Certificate.

Objective

The Fund aims for long term capital growth, this is generally regarded as 5 years or more. At least 80% of the Fund will be invested in the shares of smaller UK companies. Smaller companies are generally regarded as those in the bottom 10% by size.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
2017 23.1% 5.1% 5.2% 5.9% 5.2%
2016 -1.3% -6.2% -8.1% 14.4% 0.1%
2015 15.5% 5.1% 5.3% -0.9% 5.3%
2014 -2.5% 0.6% -4.6% -1.4% 3.0%
2013 40.1% 11.0% 2.3% 12.4% 9.8%
2012 29.0% 15.2% -1.9% 8.7% 5.1%
2011 -5.0% 2.4% 2.7% -11.6% 2.2%
2010 31.2% 3.7% -1.8% 16.2% 10.9%
2009 57.5% -0.6% 23.8% 29.6% -1.3%
2008 -37.6% -8.1% -0.4% -13.9% -20.8%
2007 -11.8% 4.0% 2.2% -8.1% -9.8%
2006 22.9% 13.3% -6.9% 3.7% 12.3%
2005 15.1% 3.6% 1.2% 6.4% 3.3%
2004 16.1% 10.3% 0.0% -1.7% 7.1%
2003 34.0% -6.0% 22.8% 11.6% 4.0%
2002 -19.4% 5.0% -6.2% -18.7% 0.7%
2001 -20.6% -9.3% -1.4% -23.2% 15.6%
2000 4.1% 9.5% -4.2% 6.9% -7.2%
1999 60.5% 12.7% 9.3% 3.8% 25.6%
1998 -13.5% 12.7% -0.6% -25.9% 4.3%
1997 -2.4% 4.0% -6.9% 1.3% -0.5%
1996 22.0% 6.9% 9.8% 2.0% 1.9%
1995 19.5% -5.4% 6.3% 11.5% 6.7%
1994 -7.9% 0.6% -4.3% -3.3% -1.1%
1993 46.2% 12.1% 10.5% 12.1% 5.4%
1992 12.6% 1.7% 6.5% -10.5% 16.3%
1991 5.0% 14.1% -7.6% 7.5% -7.3%
1990 -27.5% -8.1% 0.7% -22.4% 1.1%
1989 1.3% -6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/1989
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB0004457312

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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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).