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F&C US Smaller Companies A USD

Ranked 42 out of 63 in - US Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Nish Patel

Objective

The objective of this Portfolio is to allow investors to participate in a portfolio consisting principally of securities traded on United States Stock Exchanges or NASDAQ. Investment policy is directed towards achieving long-term capital growth through investment in small and medium sized companies. The Fund typically looks for companies that generate free cashflow, solid returns, have a strong market position and where management (insiders) have significant equity ownership. The Portfolio is denominated in US Dollars.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 -1.2% -2.6% -1.4% -0.1% 3.0%
2016 38.5% 2.8% 10.1% 7.8% 13.5%
2015 5.5% 9.4% -3.6% -7.1% 7.7%
2014 7.3% -0.2% 1.0% -3.0% 9.7%
2013 30.4% 22.3% -1.0% 1.3% 6.4%
2012 11.8% 3.6% -0.6% 3.3% 5.1%
2011 2.7% 5.7% 0.1% -16.1% 15.8%
2010 22.4% 16.0% -10.2% 2.6% 14.5%
2009 26.4% -11.6% 18.0% 22.0% -0.7%
2008 -4.7% -8.6% 2.0% 8.2% -5.5%
2007 -10.4% 0.6% 3.9% -9.1% -5.8%
2006 -3.2% 7.9% -10.2% -0.1% 0.0%
2005 25.5% 1.5% 12.6% 2.5% 7.3%
2004 8.8% 0.8% 1.8% 0.4% 5.6%
2003 33.7% -1.9% 16.7% 7.2% 8.9%
2002 -29.9% 5.6% -18.0% -18.9% -0.2%
2001 5.1% -6.2% 12.4% -22.3% 28.3%
2000 4.8% 1.1% 2.7% 3.4% -2.5%
1999 16.7% 1.4% 12.6% -9.8% 13.4%
1998 -2.9% 6.2% -1.1% -19.8% 15.4%
1997 34.5% 3.3% 11.2% 15.9% 1.1%
1996 8.1% 5.5% 5.4% 2.9% -5.6%
1995 33.1% 0.5% 12.6% 12.2% 4.9%
1994 -1.6% 2.7% -7.9% 3.7% 0.4%
1993 32.1% 15.7% 3.3% 11.2% -0.6%
1992 49.5% 14.4% -15.2% 12.7% 36.8%
1991 51.2% 39.9% 4.7% 4.3% -1.0%
1990 -24.6% -2.1% -1.4% -23.6% 2.2%
1989 53.2% 15.7% 25.0% 2.1% 3.9%
1988 23.6% 14.6% 14.2% 0.4% -6.0%
1987 -28.8% 17.1% -4.6% 6.7% -40.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date31/01/1974
  • Share Class size20Mn
  • Base currencyUSD
  • ISIN LU0153358154

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment2

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