L&G UK Smaller Companies I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.28%
  • 3 Year sharpe0.51
  • 3 Year alpha-0.29
  • Distribution Typeincome
  • 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
  • ISINGB00B89NFZ54

Investment Strategy

The objective of the Fund is to provide growth above that of the Numis Smaller Companies ex-Investment Companies Index 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 3 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.

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