Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

F&C UK Smaller Companies

Ranked 20 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5%
2017 28.2% 7.5% 6.4% 5.8% 5.9%
2016 5.7% -2.3% -7.8% 13.8% 3.2%
2015 17.6% 6.2% 7.7% 0.2% 2.6%
2014 1.3% 2.8% -3.1% -0.2% 1.8%
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 15.5% -0.2% 3.7% 10.3% 1.1%
1994 5.0% 4.9% -0.6% 4.4% -3.6%
1993 23.1% 18.1% 1.9% 2.1% 0.1%
1992 27.9% 13.6% 7.2% -12.1% 19.5%
1991 34.1% 20.1% 1.2% 8.5% 1.7%
1990 -18.9% 4.5% 0.2% -20.7% -2.4%
1989 27.8% 19.2% 3.8% 8.4% -4.6%
1988 8.7% 2.1% -5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date04/02/1988
  • Share Class size21Mn
  • Base currencyGBX
  • ISIN GB0005801609

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

F&C’s Stanley: UK small caps are in middle of perfect storm

A flurry of IPOS, tough economic data and strongly performing mid-caps have all taken their toll on the sector.

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