Unicorn UK Smaller Companies B

Fund

Fund Info

  • Yield History2.02%
  • 3 Year sharpe0.97
  • 3 Year alpha7.59
  • Distribution Typeincome
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • SectorUK Smaller Companies
  • Manager GroupUnicorn
  • DomicileUnited Kingdom
  • ISINGB0031785065

Investment Strategy

The Unicorn UK Smaller Companies Fund aims to achieve long term capital growth by investing primarily in UK companies included within the UK Numis Smaller Companies plus AIM Index. For this purpose, UK companies are defined as those which are incorporated or domiciled in the UK, or have a significant part of their operations in the UK. The Index covers the bottom tenth by value of the main UK equity market plus AIM stocks that meet the same size limit.