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Royal London UK Smaller Companies

Ranked 1 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Victoria Stewart

Victoria Stewart joined RLAM in 2000 following the company’s integration with United Friendly Asset Management. She is responsible for managing a range of small cap UK equity portfolios on behalf of institutional clients, as well as managing the Royal London UK Smaller Companies Fund. Stewart began her fund management career in 1994 with Cantrade Investment Management, managing a variety of private client and fund portfolios. In 1998, she joined United Friendly Asset Management as a UK Equity Fund Manager, transferring to RLAM during the merger in 2000. Victoria has developed a wide range of investment experience across the UK equity market, with a particular specialism in extracting in the small cap arena. She holds a degree in Economics from University College Swansea (University of Wales).

Objective

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

Performance

UK Smaller Companies over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 7.8% 5.1%
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

30/04/2015

Top 10 Holdings

Stock Size
Hill & Smith Holdings PLC ORD 3.33
CVS Group PLC ORD 2.74
Workspace Group PLC 2.65
Unite Group PLC 2.65
Diploma PLC ORD 2.60
Galliford Try PLC ORD 2.56
Cineworld Group PLC ORD 2.43
Elementis PLC ORD 2.37
Mears Group PLC ORD 2.29
Spirit Pub Company PLC ORD 2.18
30/04/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/07/2007
  • Share Class size214Mn
  • Base currencyGBP
  • ISIN GB00B694M646

Purchase Info

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

Charges

  • Annual management1.4%
  • Initial investment4

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