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Elite Webb Smaller Companies Income & Growth Acc

Ranked 9 out of 106 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Tom Winnifrith

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 : 31/12/2013 - 31/12/2014
  • Rank 9/106 Total Return
  • Rank 86/106 Standard Deviation
  • Rank 105/106 Max Drawdown
Fund Name Return
7 St James's Place UK High Income Acc

9.3%
8 Evenlode Income A Acc

8.2%
9 Elite Webb Smaller Companies Income & Growth Acc

7.7%
10 BlackRock UK Income A Inc

7.5%
11 Fidelity MoneyBuilder Dividend

7.4%
View full league table
Fund Name Risk
84 AXA Framlington Blue Chip Equity Income R Acc

2.8
85 Invesco Perpetual Income & Growth Inc

2.8
86 Elite Webb Smaller Companies Income & Growth Acc

2.8
87 Aberdeen UK Equity Dividend A Inc

2.8
88 CF Canlife UK Equity Income B Inc

2.8
View full league table
Fund Name Loss
102 Unicorn UK Income A Inc

-6.6%
103 Ardevora UK Income A

-7.2%
104 IFSL Harewood UK Enhanced Income A Inc

-7.4%
105 Elite Webb Smaller Companies Income & Growth Acc

-8.4%
106 Elite Charteris Premium Income R Inc

-8.6%
View full league table

Total Return

Quarterly Performance

to 31/12/2014 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

30/11/2014

Top 10 Holdings

Stock Size
S&U PLC ORD 8.36
Safestay PLC ORD 8.36
Cenkos Securities PLC ORD 7.10
Safestore Holdings PLC ORD 6.82
GLI Finance Limitedá ORD NPV 5.99
Sutherland Health Group PLC 5.80
Polar Capital Holdings PLC ORD 5.01
Cello Group plc ORD 5.00
Caretech Holdings PLC ORD 4.97
Brewin Dolphin Holdings PLC ORD 4.63
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2010
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00B63JD951

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

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