INVESTMENT OBJECTIVE
To aim to provide capital growth by investing primarily in United Kingdom smaller companies.
Overview
| Asset class | Equities |
| Product Structure | OEIC |
| Inception Date | Jan 20, 1983 |
| Base Currency | GBP |
|
Fund Assets As of 31/10/24 |
$220.04M |
| Index | Numis Smaller Companies ex Investment Companies Index |
| Index Usage | Comparator |
| Peer Group Benchmark | IA UK Smaller Companies Equity |
| Peer Group Benchmark Usage | Comparator |
| Year End | 30-Jun |
| Pricing Basis | Single Priced |
Performance
Portfolio
Index represents the 6
Documents
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Companies we’ve met recently: Keller
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