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Royal London UK Smaller Companies M Acc

Ranked 32 out of 53 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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 25.5% 5.2% 8.3% 4.9% 5.0%
2016 3.1% -3.0% -8.1% 13.6% 1.6%
2015 16.3% 8.0% 5.3% -1.1% 3.4%
2014 6.1% 2.8% -3.0% 2.1% 4.2%
2013 36.3% 11.0% 1.6% 14.1% 5.9%
2012 27.2% 16.3% -5.0% 10.8% 3.9%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2012
  • Share Class size264Mn
  • Base currencyGBP
  • ISIN GB00B3NQHL55

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.7

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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).