Merian UK Smaller Companies R GBP Inc

Fund

Fund Info

  • Yield History0.56%
  • 3 Year sharpe0.99
  • 3 Year alpha8.14
  • Distribution Typeincome
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.03%
  • SectorUK Smaller Companies
  • Manager GroupMerian Global Investors
  • DomicileUnited Kingdom
  • ISINGB00B8FD4291

Investment Strategy

To achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies.