L&G UK Smaller Companies I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.34%
  • 3 Year sharpe0.62
  • 3 Year alpha1.1
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.78%
  • IA SectorUK Smaller Companies
  • Manager GroupLegal & General
  • DomicileUnited Kingdom
  • ISINGB00B7LFF300

Investment Strategy

The objective of the Fund is to provide growth above that of the Numis ex-Smaller Companies ex-Investment Companies Index Net TR, the “Benchmark Index”. The Fund aims to outperform the Benchmark Index by 3% per annum. This objective is before the deduction of any charges and measured over rolling three year periods. The Fund is actively managed and invests at least 70% in the shares of UK companies that are in the lowest 10% by capitalisation of UK stock markets. These companies are incorporated, headquartered or which have their principal business activities in the UK, or companies that are listed in the UK and constituents of the Benchmark Index.

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