TB Amati UK Smaller Companies B

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.38%
  • 3 Year sharpe0.64
  • 3 Year alpha2.4
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.89%
  • IA SectorUK Smaller Companies
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00B2NG4R39

Investment Strategy

The TB Amati UK Smaller Companies Fund aims to achieve long-term capital growth over periods of 5 years or longer. At least 80% of the Fund will typically be invested in shares, equity-related securities or bonds in or issued by UK smaller companies. For these purposes, UK companies are companies incorporated or domiciled in the UK, or companies that are are listed in the UK and have the majority of their economic activity in the UK. Smaller companies are companies which form the bottom 10% of the UK equity market by market capitalisation.

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