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Royal London UK Smaller Companies

Ranked 40 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

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).


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 : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -3.1%
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
Hill & Smith Holdings PLC ORD 4.21
CVS Group PLC ORD 3.37
Servelec Group PLC ORD 2.59
Workspace Group PLC 2.39
Tarsus Group PLC ORD 2.37
Diploma PLC ORD 2.31
Fevertree Drinks PLC ORD 2.28
Unite Group PLC 2.25
Mears Group PLC ORD 2.17
Dignity PLC ORD 2.12

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/07/2007
  • Share Class size207Mn
  • 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).