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Investec UK Smaller Companies A Acc Net GBP

Ranked 47 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Ken Hsia

Ken Hsia is a portfolio manager at Investec Asset Management where he runs equity strategies. Ken joined the firm in 2004 from MoVa Investment Partners, a hedge fund, where he was portfolio manager and co-founder. He was involved in managing a portfolio focused on European small and mid-cap stocks. Prior to that, Ken spent eight years at Fidelity Investments as an equity analyst covering a range of sectors including UK and European auto components, construction, non-food retail and utilities, and was assistant fund manager on the UK Recovery Trust (now renamed UK Aggressive). Ken graduated from Oxford University with a Doctorate in Organic Chemistry. He is also an associate member of the UK Society of Investment Professionals (UKSIP).

Calum Joglekar


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


UK Smaller Companies over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.9%
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 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date30/07/1982
  • Share Class size346Mn
  • Base currencyGBP
  • ISIN GB0031075558

Purchase Info

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


  • 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).