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Royal London UK Smaller Companies

Ranked 38 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Henry Lowson

Henry Lowson joined Royal London Asset Management as a senior portfolio manager in June 2016. He was previously a UK fund manager at AXA Framlington based in London where he was responsible for managing the AXA Framlington UK Smaller Companies Fund. Henry is a CFA Charterholder and IMC and graduated from Edinburgh University with degrees in Economics and Geography. Outside of fund management he enjoys tennis, football and skiing.

Objective

The investment objective and policy of the fund is to achieve capital growth by investing primarily in UK Smaller Companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -3.1% -8.2% 13.5%
2015 15.4% 7.8% 5.1% -1.3% 3.2%
2014 5.2% 2.6% -3.2% 1.8% 4.1%
2013 35.3% 10.8% 1.4% 13.9% 5.7%
2012 26.6% 16.3% -5.0% 10.6% 3.7%
2011 -7.2% 0.7% 3.2% -12.9% 2.6%
2010 28.7% 2.5% -1.8% 12.9% 13.2%
2009 32.7% -6.8% 20.9% 19.1% -1.1%
2008 -33.5% -5.5% 0.3% -15.7% -16.8%
2007 -8.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
GBP Cash 4.97
Diploma PLC ORD 2.68
CVS Group PLC ORD 2.58
Fevertree Drinks PLC ORD 2.41
Tarsus Group PLC ORD 2.40
Dignity PLC ORD 2.30
Hill & Smith Holdings PLC ORD 2.20
Patisserie Holdings PLC ORD 2.15
Unite Group PLC 2.11
Cranswick PLC ORD 2.11
30/09/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/07/2007
  • Share Class size208Mn
  • Base currencyGBP
  • ISIN GB00B694M646

Purchase Info

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

Charges

  • Annual management1.40%
  • Initial investment4

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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).