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Henderson UK Smaller Companies

Ranked 29 out of 55 in - UK Smaller Companies over 1 months
All calculations are in GBP

Managed by

Neil Hermon

Expert number cruncher Neil Hermon earned a degree in mathematics from Cambridge University’s Selwyn College before beginning his career at Ernst and Young accountants in 1989. He joined General Accident Investment Management as an investment analyst in 1993, and began managing funds a year later. Having worked his way through the ranks to become head of UK smaller companies, he switched to Morley Fund Management in 1998 to begin a four-year stint in a similar role. Hermon moved to Henderson Global Investors in 2002 to take control of the Henderson UK Smaller Companies OEIC. He was named head of pan-european smaller companies in November 2004. Away from the office, Hermon enjoys playing cricket, squash and badminton.

Objective

To aim to provide a return by investing in United Kingdom small and medium size companies.

Performance

UK Smaller Companies over : 30/06/2014 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -4.0% 2.8% -5.7% -1.0%
2013 38.5% 14.5% -0.2% 9.4% 10.8%
2012 34.3% 17.7% -2.7% 9.9% 6.8%
2011 -8.2% 3.3% 2.8% -17.6% 4.9%
2010 40.0% 7.1% -1.8% 18.4% 12.5%
2009 44.9% -2.6% 18.3% 27.5% -1.4%
2008 -41.6% -3.8% -5.9% -17.9% -21.5%
2007 -8.6% 6.6% -1.3% -7.2% -6.5%
2006 29.9% 12.8% -3.7% 5.2% 13.6%
2005 18.8% 3.1% 0.3% 6.4% 8.0%
2004 26.8% 10.6% 1.7% 1.1% 11.5%
2003 46.1% -4.4% 26.8% 12.6% 7.0%
2002 -50.8% -10.1% -24.1% -27.7% -0.1%
2001 -32.5% -11.5% -12.8% -32.6% 29.7%
2000 -26.9% 10.3% -23.6% 17.5% -26.2%
1999 116.0% 17.9% 6.7% 5.1% 63.3%
1998 11.0% 20.8% 10.3% -22.4% 7.4%
1997 5.3% 4.7% -6.2% 5.3% 1.8%
1996 18.5% 5.9% 9.1% 1.1% 1.4%
1995 2.7% 2.9% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
Bellway PLC ORD 2.43
Taylor Wimpey PLC ORD 2.42
Spectris PLC ORD 2.35
Interserve PLC ORD 2.35
Paragon Group of Companies Plc ORD 2.29
E2V Technologies PLC ORD 2.21
INFORMA PLC, LONDON ORD 2.08
Senior PLC ORD 1.97
WS Atkins PLC ORD 1.95
Victrex PLC ORD 1.86
31/05/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/01/1983
  • Share Class size119Mn
  • Base currencyGBP
  • ISIN GB0007447286

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment5

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...more...

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