Royal London UK Smaller Companies M

Fund

Fund Info

  • Yield History0.94%
  • 3 Year sharpe0.58
  • 3 Year alpha2.51
  • Distribution Typeaccumulation
  • BenchmarkFTSE Small Cap Ex Invest Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.72%
  • SectorUK Smaller Companies
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B3NQHL55

Investment Strategy

The investment objective and policy of the Fund is to achieve capital growth by investing primarily in UK smaller companies. The Fund may hold transferable securities, (including Exchange Traded Funds which are closed ended funds, but not those which are collective investment schemes), government and public securities, deposits and cash (for the purposes of EPM and redemption of units). It may also hold derivatives for the purposes of EPM only.