Threadneedle UK Smaller Coms Z Inc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.43%
  • 3 Year sharpe0.84
  • 3 Year alpha7.11
  • Distribution Typeincome
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.89%
  • SectorUK Smaller Companies
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB00B7JL4Y45

Investment Strategy

The Fund aims to achieve capital growth over the long term. It looks to outperform the Numis Smaller Companies Index ex Investment Companies over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in the shares of companies listed on the London Stock Exchange; predominantly smaller companies traded on the Alternative Investment Market (AIM) or included within the Numis Smaller Companies Index ex Investment Companies, that are UK domiciled, or have significant UK business operations.

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