FTF Royce US Smaller Companies X Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.39%
  • 3 Year sharpe0.47
  • 3 Year alpha0.1
  • Distribution Typeaccumulation
  • BenchmarkRussell 2000 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.97%
  • IA SectorNorth American Smaller Companies
  • Manager GroupFranklin Templeton
  • DomicileUnited Kingdom

Investment Strategy

To achieve capital growth, through investment of at least 80% of the net asset value of the Fund in securities of smaller US companies. The Fund seeks to achieve its objective by investing at least 80% of its net asset value in the securities of US smaller companies, measured at the time of investment, with emphasis placed on finding companies that possess excellent business strengths and/or prospects, high internal rates of return and low leverage, and whose securities are trading significantly below the investment manager’s estimate of their current worth.

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