Aegon UK Smaller Companies GBP A Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.09%
  • 3 Year sharpe0.06
  • 3 Year alpha6.15
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.54%
  • IA SectorUK Smaller Companies
  • Manager GroupKames Capital
  • DomicileUnited Kingdom
  • ISINGB00B142FH03

Investment Strategy

The investment objective is to provide a combination of income and capital growth over any 7 year period. At least 80% of the Fund will be invested in equities of smaller UK companies. UK companies are those which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK. Smaller companies are those which are in the bottom 10% by market capitalisation.

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