River & Mercantile UK Eq Sm Cos B Inc


Fund Info

  • Yield History1.30%
  • 3 Year sharpe0.85
  • 3 Year alpha5.82
  • Distribution Typeincome
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • SectorUK Smaller Companies
  • Manager GroupRiver and Mercantile
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Fund is to achieve capital growth. The Fund will achieve its investment objective by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market in terms of market capitalisation. For these purposes UK equities includes, but is not limited to, equities listed in the UK, equities of companies domiciled in the UK and equities of companies which have substantial operating activities in the UK.