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Elite Webb Smaller Companies Income & Growth Acc
Ranked 68 out of 105 in -
UK Equity Income
over 12 months
All calculations are in GBP
Managed by
Objective
The investment onjective of the Fund is to provide a mixture of long term capital growth and income. The Fund will aim to achieve it's investment objective through a protfolio of tranferable securities (including investment trusts), collective investment schemes, depostis and money market instruments.
Performance
UK Equity Income
over :
31/01/2014 -
31/01/2015
-
Rank 68/105 Total Return
-
Rank 89/105 Standard Deviation
-
Rank 104/105 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 66 | Aberdeen UK Equity Income A Acc | 8.2% |
|
| 67 | CF JM Finn UK Portfolio A Acc | 8.1% |
|
| 68 | Elite Webb Smaller Companies Income & Growth Acc | 8.1% |
|
| 69 | MGTS Ardevora UK Income Acc | 7.9% |
|
| 70 | Lazard MultiCap UK Income Retail Inc | 7.8% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 87 | CF Canlife UK Equity Income B Inc | 2.8 |
|
| 87 | Scottish Widows HIFML UK Hi Inc 1 | 2.8 |
|
| 89 | Elite Webb Smaller Companies Income & Growth Acc | 2.8 |
|
| 89 | GLG UK Income Retail Acc A GBP | 2.8 |
|
| 91 | Premier Income A Net Inc | 2.9 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 101 | Unicorn UK Income A Inc | -6.6% |
|
| 102 | Ardevora UK Income A | -7.2% |
|
| 103 | IFSL Harewood UK Enhanced Income A Inc | -7.4% |
|
| 104 | Elite Webb Smaller Companies Income & Growth Acc | -8.4% |
|
| 105 | Elite Charteris Premium Income R Inc | -8.6% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2014 | 7.7% | 10.9% | -3.5% | -2.7% | 3.3% |
| 2013 | 37.0% | 1.8% | 1.7% | 16.2% | 13.9% |
| 2012 | -14.9% | 10.4% | -17.6% | -7.2% | 0.8% |
| 2011 | -22.6% | 6.8% | 1.6% | -17.6% | -13.4% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Safestay PLC ORD | 10.48 |
| S&U PLC ORD | 8.19 |
| Sutherland Health Group PLC | 5.50 |
| Lighthouse Group PLC ORD | 5.01 |
| Cello Group plc ORD | 4.98 |
| Safestore Holdings PLC ORD | 4.86 |
| Arbuthnot Banking Group PLC ORD | 4.79 |
| Caretech Holdings PLC ORD | 4.72 |
| Acal PLC ORD | 4.67 |
| Cenkos Securities PLC ORD | 4.65 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date30/11/2010
- Share Class size02Mn
- Base currencyGBP
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ISIN GB00B63JD951
Purchase Info
- Min. initial investment50,000
- Min. additional investment10,000
Charges
- Annual management1.5%
- Initial investment5.25