Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Register
You're only seeing a fraction of our data

Registration is free and easy and gives you unlimited access to:

  • Over 15,000 full fund manager factsheets and career histories
  • Email updates covering the best performing fund managers
  • All the latest fund manager job moves
  • Investment analysis and our award winning editorial content
Register Sign in

Elite Webb Smaller Companies Income & Growth Acc

Ranked 48 out of 50 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
Citywire

For news and performance for funds and managers available



Performance

UK Smaller Companies over : 31/05/2016 - 31/05/2017
  • Rank 48/50 Total Return
  • Rank 50/50 Standard Deviation
  • Rank 50/50 Max Drawdown
Fund Name Currency Return
46 Aviva Investors UK Smaller Companies SC 1 Acc GBP

15.7%
47 Ruffer Sicav-Ruffer UK Mid and Sm Cos-O-GBP-Cap GBP

14.0%
48 Elite Webb Smaller Companies Income & Growth Acc GBP

12.3%
49 Legal & General UK Smaller Companies E Inc GBP

11.6%
50 SF Webb Capital Smaller Companies Growth A Acc GBP

-9.1%
View full league table
Fund Name Currency Risk
46 JPM UK Smaller Companies A Acc GBP

18.1
47 Kames UK Smaller Companies B Acc GBP

18.4
48 Franklin UK Smaller Companies A inc GBP

19.3
49 Investec UK Smaller Companies A Acc Net GBP GBP

19.5
50 Elite Webb Smaller Companies Income & Growth Acc GBP

20.8
View full league table
Fund Name Currency Loss
46 SF Webb Capital Smaller Companies Growth A Acc GBP

-11.9%
47 JPM UK Smaller Companies A Acc GBP

-12.5%
48 Franklin UK Smaller Companies A inc GBP

-13.2%
49 Investec UK Smaller Companies A Acc Net GBP GBP

-13.3%
50 Elite Webb Smaller Companies Income & Growth Acc GBP

-14.1%
View full league table

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.3%
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

31/03/2017

Top 10 Holdings

Stock Size
Lighthouse Group PLC ORD 8.27
Aldermore Group PLC ORD 5.03
GALASYS PLC, ST HELIER ORD 4.96
Arbuthnot Banking Group PLC ORD 4.91
AFH Financial Group PLC ORD 4.88
VP PLC ORD 4.81
Harvey Nash Group PLC ORD 4.70
Galliford Try PLC ORD 4.42
Avation PLC ORD 4.38
Cello Group plc ORD 4.27
31/03/2017

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).