UK Smaller Companies

ISIN: GB0004331236

Introduction

Since launch in 1997, the Fund has delivered clients a strong track record of outperformance across a number of market and economic cycles. With an unchanged investment process that seeks to identify exceptional companies and hold them for extended periods of time, the Fund offers a lower risk means of investing in this under-researched and typically under-owned asset class.

In pursuit of these opportunities, our proprietary quant tool, the Matrix, helps us screen the 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 the 50-60 best ideas. Through leveraging quantitative and qualitative insights, our award winning smaller companies team have demonstrated a consistent ability to identify and capture tomorrow’s larger companies today.

[VIDEO] UK Smaller Companies

Q4 2017 Review

In depth

ManagersHarry Nimmo
Launch date06 Jan 1997
IA sectorIA UK Smaller Companies Sector
BenchmarkIA UK Smaller Companies Sector
Fund TypeOEIC
Shareclass availableRetail Accumulation
Available as an ISA yes
Reporting dates28  Feb, 31  Aug
Distribution dates30  Apr
Codes ISIN:   GB0004331236
Citicode:   SL57
SEDOL:   0433123
Mex ID:   STUKSM
Charges (%) Initial charge:   4.00
Annual management charge:   1.350
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
720.00
Daily change
Down -6.10p (-0.84%)
Yield
0.57%
Change date
21/03/2019

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

Fund Performance
01/01/2017 to
31/12/2017
30.62%
01/01/2016 to
31/12/2016
3.35%
01/01/2015 to
31/12/2015
28.16%
01/01/2014 to
31/12/2014
-8.54%
01/01/2013 to
31/12/2013
37.69%
Fund Performance
Last 1
month*
2.46%
Last 1
month*
14.16%
Last 1
year*
30.62%
Last 3
year*
73.02%
Last 5
year*
117.89%

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