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Royal London UK Smaller Companies

Ranked 34 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.


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


UK Smaller Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 8.1% 4.7%
2016 2.3% -3.1% -8.2% 13.5% 1.4%
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



Top 10 Holdings

Stock Size
Conviviality PLC ORD 2.73
CVS Group PLC ORD 2.55
Clinigen Group PLC ORD 2.48
Restore PLC ORD 2.34
Coats Group PLC ORD 2.26
Cranswick PLC ORD 2.20
Diploma PLC ORD 2.10
Sanne Group PLC ORD 1.93
Unite Group PLC ORD 1.90
Workspace Group PLC ORD 1.87

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/07/2007
  • Share Class size271Mn
  • Base currencyGBP
  • ISIN GB00B694M646

Purchase Info

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


  • 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).