ASI UK Smaller Companies R Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.78%
  • 3 Year sharpe0.54
  • 3 Year alpha14.16
  • Distribution Typeincome
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.36%
  • IA SectorUK Smaller Companies
  • Manager GroupAberdeen Standard Investments
  • DomicileUnited Kingdom
  • ISINGB00BYQNBS53

Investment Strategy

To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). Performance Target: To achieve the return of the Numis Smaller Companies Plus AIM excluding Investment Companies Index plus 3% per annum before charges. The performance target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the performance target. Performance Comparator: The Investment Association’s UK Smaller Companies Sector.

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