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Scottish Widows UK Smaller Companies

Ranked 25 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Objective

To give long-term capital growth by investing in a wide portfolio of primarily UK smaller companies' shares. The Fund will invest in a diversified portfolio of primarily UK smaller company securities which may include, directly or indirectly, convertible securities, and as appropriate, warrants and traded options. Investments will mainly be in UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 6.0% 7.2%
2016 5.7% -3.3% -4.3% 12.8% 1.3%
2015 12.3% 6.6% 8.6% -6.1% 3.3%
2014 -9.5% 2.0% -6.8% -4.3% -0.6%
2013 39.3% 12.1% 3.2% 8.9% 10.5%
2012 30.0% 15.1% -4.7% 11.6% 6.1%
2011 -5.1% 0.6% 3.4% -13.3% 5.1%
2010 29.3% 9.0% -8.3% 14.3% 13.2%
2009 41.5% -1.4% 15.8% 24.1% -0.1%
2008 -44.0% -8.9% -7.1% -17.2% -20.1%
2007 -12.7% 3.8% -0.5% -8.5% -7.6%
2006 27.4% 13.3% -6.4% 7.2% 12.2%
2005 21.8% 2.2% 2.2% 7.1% 8.9%
2004 19.4% 9.2% 0.2% 0.4% 8.7%
2003 27.9% -6.1% 23.2% 7.8% 2.5%
2002 -21.5% 5.1% -5.9% -18.4% -2.7%
2001 -15.8% -8.0% 2.2% -20.8% 13.0%
2000 5.4% 11.5% -3.9% 6.2% -7.4%
1999 44.0% 15.7% 8.4% 1.9% 12.7%
1998 -11.0% 12.1% -1.4% -23.7% 5.5%
1997 7.9% 6.7% -6.2% 6.0% 1.6%
1996 15.2% 9.3% 6.1% -1.6% 0.8%
1995 -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. United Kingdom

Fund Info

  • Launch date10/05/1993
  • Share Class size77Mn
  • Base currencyGBP
  • ISIN GB0031644197

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

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