Global Smaller Companies

ISIN: GB00B4KHN986

Introduction

Since launch in 2012 the Fund has delivered outperformance in a manner consistent with other funds managed by the team, offering clients a lower risk way of investing in this under-researched and typically under-owned asset class. The Fund is an attractive complement to large-cap focussed Global equity funds, offering investors concentrated exposure to the best ideas generated by our award winning team.

In pursuit of these opportunities, our proprietary quant tool, the Matrix, helps us screen the  6000+ company small-cap universe, allowing the team to uncover stocks with the quality, growth and momentum characteristics that we believe drive superior risk-adjusted returns. Having established the most promising prospects, the team then carries out rigorous fundamental analysis to arrive at a concentrated portfolio of best ideas. Through leveraging quantitative and qualitative insights, our smaller companies team have demonstrated a consistent ability to identify and capture tomorrow’s larger companies today.

[VIDEO] Global Smaller Companies

Q4 2017 Review

In depth

Managers Alan Rowsell
Launch date 19 Jan 2012
IA sector IA Global Sector
BenchmarkIA Global Sector
Fund TypeOEIC
Shareclass availableRetail Accumulation
Available as an ISA yes
Reporting dates28  Feb, 31  Aug
Distribution dates30  Apr
Codes ISIN:   GB00B4KHN986
Citicode:   0OB8
SEDOL:   B4KHN98
Mex ID:   STGASM
Charges (%) Initial charge:   4.00
Annual management charge:   1.450
Min value of holdings Min holding:   £500
Min initial investment:   £500
Monthly min regular investment:   £50
Min withdrawal:   £250
For more information, please download the KIID document in related literature

Performance

Price
124.90
Daily change
Up 0.60p (0.48%)
 
 
Change date
17/01/2019

Standard Life Investments Global Smaller Companies Ret Acc
Powered by data from FE

Fund Performance
01/01/2017 to
31/12/2017
24.85%
01/01/2016 to
31/12/2016
25.54%
01/01/2015 to
31/12/2015
10.80%
01/01/2014 to
31/12/2014
-2.51%
01/01/2013 to
31/12/2013
37.67%
Fund Performance
Last 1
month*
-0.94%
Last 1
month*
10.57%
Last 1
year*
24.85%
Last 3
year*
73.66%
Last 5
year*
133.06%

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to 31/12/2017

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.




Intermediary Sales map

For general sales enquiries, please contact us on

0800 027 4828

Alternatively, use the interactive map to find your local sales contact.

London Central

Marcus Gibbons

Head of UK Discretionary

Simon Cowan

Investment Director

Silvana Barrenechea

Investment Director

Nick Webb

Investment Director

George Moses

Investment Sales Manager

North West

Garrey Hamilton

Investment Sales Manager

James King

Investment Sales Manager

North East

Steven Adam

Investment Director

Yorkshire

Sandra Corcoran

Investment Director

Midlands

Blair Couper

Investment Sales Manager

South West

David McMaster

Investment Sales Manager

Scotland, Northern Ireland

Steven Adam

Investment Director

Marshall Docherty

Investment Sales Manager

South East

Gary Anderson

Investment Sales Manager

East Anglia

George Guest

Investment Sales Manager

Adam Bryant

Investment Sales Manager

Greater London

Craig Metcalf

Investment Director