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Elite Webb Smaller Companies Income & Growth Acc
Ranked 2 out of 53 in -
UK Smaller Companies
over 12 months
All calculations are in GBP unless stated
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 Smaller Companies
over :
31/03/2017 -
31/03/2018
-
Rank 2/53 Total Return
-
Rank 21/53 Standard Deviation
-
Rank 1/53 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
1 | Jupiter UK Smaller Companies Acc | GBP | 34.7% |
2 | Elite Webb Smaller Companies Income & Growth Acc | GBP | 33.0% |
3 | MI Chelverton UK Equity Growth B Acc | GBP | 25.1% |
4 | TB Amati UK Smaller Companies B Acc | GBP | 23.4% |
5 | FP Octopus UK Micro Cap Growth S Acc | GBP | 22.2% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
19 | Dimensional UK Small Companies Acc | GBP | 9.1 |
20 | Lazard UK Smaller Companies Retail Inc | GBP | 9.3 |
21 | Elite Webb Smaller Companies Income & Growth Acc | GBP | 9.3 |
22 | Marlborough Nano-Cap Growth A Acc | GBP | 9.4 |
23 | Franklin UK Smaller Companies A inc | GBP | 9.5 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
1 | Elite Webb Smaller Companies Income & Growth Acc | GBP | -0.8% |
2 | Liontrust UK Micro Cap Fund (I) | GBP | -1.6% |
3 | MI Discretionary Unit Inc | GBP | -2.3% |
4 | BlackRock UK Smaller Companies A Acc | GBP | -2.5% |
5 | Jupiter UK Smaller Companies Acc | GBP | -2.7% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | 0.7% | ||||
2017 | 41.7% | 7.3% | 11.8% | 5.6% | 11.8% |
2016 | -6.3% | -2.1% | -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
Registered For Sale In
- United Kingdom
Fund Info
- Launch date30/11/2010
- Share Class size01Mn
- Base currencyGBX
-
ISIN GB00B63JD951
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment10,000
Charges
- Annual management1.50%
- Initial investment1.5