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Royal London UK Smaller Companies

Ranked 33 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Victoria Stewart

Victoria Stewart was born in Cheltenham, UK. She studied economics at University College, Swansea. Victoria holds the Investment Management Certificate (IMC). She started her professional career in 1994 with Cantrade Investment Management. Between 1998-2000 she worked at United Friendly Asset Management (acquired by Royal London in 2000) as a fund manager. She is currently a fund manager at Royal London Asset Management where she concentrates on a growth investment style. Outside of fund management Victoria enjoys cooking, interior design and travel.

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 : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% 2.6% -3.2% 0.8%
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 -14.0% -5.6% -8.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Kentz Corporation Ltd ORD 3.25
Workspace Group PLC 2.78
Mears Group PLC ORD 2.74
Galliford Try PLC ORD 2.69
Hill & Smith Holdings PLC ORD 2.69
Unite Group PLC 2.61
Lavendon Group PLC ORD 2.46
Diploma PLC ORD 2.45
Cineworld Group PLC ORD 2.41
Elementis PLC ORD 2.22
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/07/2007
  • Share Class size184Mn
  • 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).