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Unicorn UK Smaller Companies

Ranked 9 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Simon Moon

Objective

The UK Smaller Companies fund aims to achieve long-term capital growth by investing predominantly in shares in smaller UK companies where a smaller company is defined as a constituent of the Numis Smaller Companies Index. The Fund invests for the long term and may not be appropriate for investors who plan to withdraw their money within 5 years.

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 2.2% 3.6% -1.3% -0.1%
2013 57.1% 13.8% 7.6% 14.1% 12.4%
2012 19.9% 10.0% -3.7% 6.0% 6.8%
2011 -4.9% 8.6% 5.5% -11.2% -6.5%
2010 37.5% 7.5% 0.7% 17.7% 8.0%
2009 42.9% -3.3% 18.1% 16.0% 7.8%
2008 -36.0% -7.9% -1.9% -14.9% -16.8%
2007 -12.0% 3.4% 0.7% -4.3% -11.7%
2006 29.2% 16.0% 0.4% 0.7% 10.2%
2005 9.3% 4.0% -3.6% 8.3% 0.7%
2004 -2.3% 1.0% -2.3% -4.6% 3.8%
2003 41.1% -15.1% 26.1% 18.2% 11.5%
2002 12.0% -7.1% 20.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/07/2002
  • Share Class size63Mn
  • Base currencyGBP
  • ISIN GB0031785065

Purchase Info

  • Min. initial investment20,000
  • Min. additional investment2,500

Charges

  • Annual management1.3%
  • Initial investment5.5

Related News

Unicorn's John McClure passes away

Unicorn Asset Management's Citywire A-rated John McClure has passed away.

AA-rated John McClure gets Unicorn Income co-managers

Unicorn has named two co-managers to Citywire AA-rated John McClure’s UK Income and Acorn Income funds.  

Unicorn names new manager on UK Small Cap fund

Unicorn Asset Management has named Simon Moon as co-manager on its £7.9 million UK Smaller Companies fund, alongside John McClure.

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