L&G UK Smaller Companies I Inc fund price, performance, charts and research

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.