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F&C UK Smaller Companies

Ranked 11 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Catherine Stanley

Born in 1970, Catherine Stanley attended St Albans High School for Girls before studying Geography at Oriel College Oxford. Following a 10 year stint with Framlington Asset Management, Catherine joined F&C Asset Management in 2000 where she has responsibility for the UK Dynamic and UK Smaller Companies funds. Catherine describes her investment style as being focussed on selecting quality growth stocks and when away from work her recreational interests include the theatre, music and art.

Objective

The fund aims to achieve medium to long term capital growth through investment primarily in UK smaller companies. The fund invests mainly in a spread of equities of UK smaller companies. A proportion of the assets may comprise convertible stocks and other permitted investment vehicles which are linked to UK smaller companies.

Performance

UK Smaller Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.8% -3.1% -0.2%
2013 36.8% 11.2% 1.0% 9.8% 11.0%
2012 30.1% 15.3% -4.8% 11.9% 5.9%
2011 -7.0% 2.2% 3.0% -15.7% 4.8%
2010 33.8% 5.2% -2.3% 14.5% 13.7%
2009 43.4% -2.5% 20.4% 22.7% -0.4%
2008 -39.1% -5.7% -1.3% -14.2% -23.7%
2007 -6.8% 5.5% 2.4% -5.1% -9.0%
2006 28.2% 12.8% -6.6% 5.5% 15.4%
2005 25.5% 5.7% 2.7% 8.5% 6.6%
2004 25.6% 10.4% 2.2% 1.4% 9.9%
2003 36.2% -9.8% 24.0% 15.4% 5.5%
2002 -42.0% -1.7% -15.5% -24.7% -7.3%
2001 -19.5% -13.4% 3.4% -25.3% 20.4%
2000 -8.8% 4.7% -17.0% 25.1% -16.1%
1999 111.3% 17.3% 12.4% 5.7% 51.7%
1998 -2.8% 14.1% 3.1% -22.1% 6.1%
1997 -2.5% 5.4% -9.1% 0.8% 1.0%
1996 4.4% 9.4% 2.6% -8.2% 1.3%
1995 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2012

Top 10 Holdings

Stock Size
GBP Cash 5.60
CLS Holdings PLC 2.93
RPC Group PLC ORD 2.38
Galliford Try PLC ORD 1.78
Renishaw PLC ORD 1.74
Synergy Health PLC ORD 1.72
DS Smith PLC ORD 1.66
Hill & Smith Holdings PLC ORD 1.65
Quindell PLC ORD 1.63
Tyman PLC ORD 1.61
31/12/2012

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date04/02/1988
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB0005801609

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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