L&G UK Smaller Companies I Inc

Fund

Fund Info

  • Yield History1.74%
  • 3 Year sharpe0.47
  • 3 Year alpha1.02
  • Distribution Typeincome
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.78%
  • SectorUK Smaller Companies
  • Manager GroupLegal & General
  • DomicileUnited Kingdom
  • ISINGB00B89NFZ54

Investment Strategy

The investment objective is to maximise capital growth from a portfolio of UK securities, which will largely consist of smaller companies, and which may be selected from all economic sectors. The Manager’s policy for putting this into effect will be to invest primarily in those companies that comprise the lowest 10% by capitalisation of the main UK equity markets.