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River and Mercantile UK Equity Smaller Cos A Inc

Ranked 37 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated


The investment objective of the Fund is to achieve capital growth. The Fund aims to achieve its investment objective by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market in terms of market capitalisation.

Showing fund performance in United Kingdom View performance globally


UK Smaller Companies over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 28.5% 8.4% 3.9% 6.8% 6.7%
2016 6.3% -1.4% -11.3% 18.3% 2.8%
2015 18.1% 3.9% 5.4% 5.9% 1.9%
2014 4.4% 6.5% -3.9% 0.2% 1.9%
2013 59.7% 14.7% 0.8% 16.2% 18.9%
2012 37.1% 13.7% -5.3% 16.8% 9.0%
2011 -10.0% 1.6% 0.5% -14.0% 2.4%
2010 26.0% 6.1% -5.4% 11.4% 12.7%
2009 43.2% -6.2% 24.5% 23.5% -0.7%
2008 -33.5% -6.2% -0.3% -14.5% -16.9%
2007 -9.5% 1.9% 0.9% -4.3% -8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2006
  • Share Class size44Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment1.5

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R&M soft-closes Rodrigs' UK Smaller Companies fund

The River & Mercantile UK Equity Smaller Companies fund has been soft closed after reaching £549 million in size.

R&M’s Rodrigs finds ‘stunning value’ as he spends cash

Philip Rodrigs explains the lower down the market you go, the better the opportunities on offer.

Bambos Hambi swaps Investec for River & Mercantile small cap fund

Bambos Hambi, head of fund of funds at Standard Life, has moved from Investec UK Smaller Companies into the River & Mercantile UK Equity Smaller Companies fund.

Rodrigs quits Investec for River and Mercantile

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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).