Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Elite Webb Smaller Companies Income & Growth Acc

Ranked 10 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Peter Webb

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 11.8% 5.6%
2016 -6.1% -2.0% -11.8% 6.6% 1.9%
2015 12.5% 9.5% 2.6% 4.0% -3.8%
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

31/07/2017

Top 10 Holdings

Stock Size
Lighthouse Group PLC ORD 10.63
AFH Financial Group PLC ORD 5.91
Cello Group plc ORD 5.60
Crest Nicholson Holdings PLC ORD 5.57
Avation PLC ORD 5.34
Secure Trust Bank PLC ORD 5.17
RWS Holdings PLC ORD 5.16
Caretech Holdings PLC ORD 5.08
Oxford Instruments PLC ORD 4.96
XP Power Ltd ORD 4.81
31/05/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2010
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B63JD951

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Top fund slams 'bizarre' rules after Equity Income ejection

Montanaro UK Income, which topped its sector in 2015, is the latest to be kicked out the IA Equity Income peer group.

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