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Investec UK Smaller Companies A Acc Net GBP

Ranked 17 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Matt Evans

Matt Evans is a portfolio manager at Investec Asset Management, with a focus on UK smaller companies within the quality team. Evans is based in the London office. Before joining the firm, Evans worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies fund, the Threadneedle UK Mid 250 fund and a range of small-cap institutional portfolios. He was also lead manager of the Threadneedle UK Ethical Equity fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Evans was a portfolio manager at Legal & General Investment Management specialising in UK small caps. He graduated from Loughborough University with a degree in geography and sports science. Evans holds the Investment Management Certificate.

Calum Joglekar

Objective

The Fund aims to grow the value of your investment over the long term. The Fund invests primarily in the shares of UK smaller companies and in related derivatives (financial contracts whose value is linked to the price of an underlying asset). UK smaller companies are companies considered to be small based on the size of their issued capital (the value of all shares held by their shareholders added together) and which are included in the Numis Smaller Companies plus AIM (excluding Investment Trusts) Index.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 29.8% 7.9% 6.7% 5.3% 7.1%
2016 -1.9% -0.6% -15.0% 16.4% -0.3%
2015 11.7% 1.5% 3.4% 3.6% 2.8%
2014 -1.9% 9.3% -7.7% -2.5% -0.3%
2013 45.5% 7.9% 0.6% 16.8% 14.8%
2012 24.3% 14.9% -5.9% 11.0% 3.6%
2011 -2.2% 7.0% 0.4% -11.1% 2.4%
2010 40.8% 6.3% -2.7% 19.6% 13.8%
2009 70.9% 6.7% 26.4% 28.6% -1.5%
2008 -39.0% -6.3% 3.6% -17.7% -23.7%
2007 -5.6% 4.7% 5.1% -3.6% -11.1%
2006 31.4% 14.6% -3.0% 3.5% 14.4%
2005 27.6% 8.3% 2.9% 8.8% 5.2%
2004 25.4% 8.8% 2.2% 1.0% 11.7%
2003 48.8% -3.4% 25.3% 16.9% 5.1%
2002 -11.7% 6.0% -2.1% -14.8% -0.3%
2001 -11.8% -12.8% 6.1% -13.4% 10.1%
2000 0.1% -6.3% 7.9% 7.8% -8.2%
1999 62.6% 17.9% 14.3% 5.7% 14.1%
1998 -13.8% 6.4% 3.7% -20.8% -1.3%
1997 0.8% 7.6% -0.6% -2.1% -3.9%
1996 16.8% 11.1% 7.5% -1.2% -1.0%
1995 15.8% -1.9% 7.4% 8.8% 1.1%
1994 6.9% 9.6% -2.1% 2.8% -3.1%
1993 55.4% 20.9% 4.4% 16.6% 5.6%
1992 7.5% 1.6% 6.2% -12.3% 13.6%
1991 29.3% 18.8% -0.9% 8.2% 1.5%
1990 -17.2% 1.5% -2.2% -12.4% -4.8%
1989 8.9% 17.5% 1.5% 1.1% -9.7%
1988 -6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date30/07/1982
  • Share Class size324Mn
  • Base currencyGBX
  • ISIN GB0031075558

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment0

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