BlackRock UK Smaller Companies D Inc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.63%
  • 3 Year sharpe0.09
  • 3 Year alpha7.28
  • Distribution Typeincome
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA SectorUK Smaller Companies
  • Manager GroupBlackRock
  • DomicileUnited Kingdom
  • ISINGB00B8BS3324

Investment Strategy

The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of smaller companies incorporated or listed in the UK. In seeking to achieve its investment objective, the Fund will invest at least 70% of its total assets in the equities (i.e. shares) and equity related investments (i.e. other investments whose value is related to equities) of smaller companies incorporated or listed in the UK which are considered in the opinion of the Investment Manager to have above-average growth prospects. Smaller companies are those whose market capitalisations (market capitalisation is the share price of the company multiplied by the number of shares issued) are similar to that of companies in the Numis Smaller Companies plus AiM ex-Investment Trusts Index at the time of the Fund’s investment.

Latest news

Currently there for this fund. Visit our news hub for other news .