Uk smaller companies index. Abrdn UK Smaller Companies Growth Trust: 501.

Uk smaller companies index Jan 19, 2023 · This helps explain the very sorry-looking numbers in this week’s annual update to the Numis Smaller Companies Index, which has faithfully tracked the bottom 10 per cent of the UK’s fully The latest fund information for Scottish Equitable UK Smaller Companies, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The main version of the NSCI covers the bottom tenth by value of the main UK equity market. 2 +3. Over the last five years the Numis index has outperformed by a little over 3% per annum, despite the economic downturn. For this 4 days ago · The Fund aims to achieve a return consisting of both income and capital growth which, after all fees and expenses, exceeds that of the Numis Smaller Companies ex-Investment Trusts TR Index over the medium to long term (define d as 5 to 10 years). UK Authorised ICVC GBP 0. Prior to 1st January 2019, the Company’s benchmark was the FTSE Small Cap Index (excluding Investment Trusts). 0 +3. 14 percent of the free float-adjusted market cap) of the MSCI USA Investable Market Index: Appr. a. Find companies based on country, sector, and other equity The share price total return, calculated on the same basis, was 21. The Company changed its name from JPMorgan Smaller Companies Trust plc to JPMorgan UK Smaller Companies Investment Trust plc on 21st September 2021. Why UK small caps will continue to recover. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. 3% over the quarter to 31 March 2024, slightly ahead of the 0. FTSE® is a trade mark of the relevant LSE Group companies and is used by any other LSE Group company under license. 5% to the L&G UK Smaller Companies BlackRock is a trading name of BlackRock (Netherlands) B. Such securities have historically been subject to price movements, sometimes to a greater extent than securities of larger UK companies, due to company-specific factors or Smaller Companies ex Investment Companies Index Sector UK smaller companies Ticker MTU LN Base currency GBP Price 107. 6 days ago · To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). Through detailed financial research and company meetings, the managers identify between 60 and 90 growing businesses that they believe will produce strong investment returns over the longer term. Aug 9, 2024 · Since October 2023, which Jonathan Brown, smaller companies fund manager at Invesco, says he regards as the “bottom” of the market, the UK mid-cap index has risen by 30 per cent and the small The Deutsche Numis Smaller Companies Plus AIM ex Investment Companies Index (the "Index") is a representative index of the UK stock market of smaller companies. For a complete description of the index methodology, please see Index methodology - MSCI. Quick Guide to the Numis Smaller Companies Index The NSCI is produced by Scott Evans and Paul Marsh of London Business School 4 days ago · The Fund aims to provide capital growth in excess of the FTSE UK Series Small Cap ex Investment Trusts (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equ ity related securities of small-sized UK companies. categories: Index Fact Sheet, Developed Markets, general MSCI Europe (ex UK) small cap net total return index in sterling terms. for two years out of three. Nov 28, 2023 · Explaining an anomaly: Why every fund in the IA’s UK Smaller Companies sector is lagging the index this year. 3 13. V. Insurance Companies Featured. 5 8. With 637 constituents, the index covers approximately 14% of the free float-adjusted market capitalization across European Developed Sep 28, 2022 · That statistic is put into context by the fact that over the past 10 years the UK Smaller Companies sector has comfortably outperformed relative to its multi-cap equivalent. 9 UK Smaller Companies -1. 8 -6. 9 7. The UK is undervalued relative to both historical levels and international markets and, within the UK, small cap stocks are cheap relative to large caps. 31: Max Initial Charge MSCI UK Small Cap Index (GBP) | msci. The investment objective of the fund is to track the performance of the FTSE Small Cap Index (less withholding tax where applicable) to within +/-1. 1 +1. The fund is permitted to hold a maximum of 0. The Fund invests primarily (at least two-thirds) in the shares of UK smaller companies and in related derivatives (financial contracts whose value is linked to the price of the shares of such UK companies). The fund may use derivatives for efficient portfolio management purposes. A glossary of terms and APMs is provided on pages 26 and 27. 7 Numis Smaller Companies Index Q3 2012 Review UK Smaller Companies have registered another strong quarter, outperforming the overall UK market by almost 5%. Sep 25, 2024 · This report has been commissioned by abrdn UK Smaller Companies Growth Trust and prepared and issued by Edison, in consideration of a fee payable by abrdn UK Smaller Companies Growth Trust. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Edison Investment Research standard fees are £60,000 pa for the production and broad dissemination of a detailed note (Outlook) following by regular The Fund is actively ma naged, 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 Jan 17, 2025 · Smaller companies are those whose market capitalisations (market capitalisation is the share price of the company multiplied by the number of shares issued) are similar to that of companies in the Numis Smaller Companies plus AiM ex-Investment Trusts Index at the time of the Fund’s investment. 3 -26. Dec 31, 2024 · Fund price for Legal & General UK Smaller Companies Trust I Class Accumulation along with Morningstar ratings & research, long term fund performance and charts L&G Global 100 Index and JOHCM The Company changed its name from JPMorgan Smaller Companies Trust plc to JPMorgan UK Smaller Companies Investment Trust plc on 21st September 2021. 29-5. It provides a useful comparison against which the Fund's performance can be assessed over time. The Fund is actively Investment Objective: CT UK Smaller Companies Fund Z Income GBP: The Fund aims to achieve capital growth over the long term. Smaller companies are those whose market capitalisations are similar to that of companies in the Numis Smaller Companies plus AiM ex-Investment Trusts Index at the time of the Fund’s investment. Richard Bullas, the fund's manager, invests in companies that are 5 days ago · UK Smaller Companies (formerly UK Opportunities Fund) launched on 10 February 2011. With 605 constituents, the index represents approximately 15% of the free float-adjusted market capitalization in the UK. With 220 constituents, the index represents approximately 14% of the free float-adjusted market capitalization in the UK. For a complete description of the index methodology, please see The Deutsche Numis Smaller Companies Plus AIM ex Investment Companies Index (the "Index") is a representative index of the UK stock market of smaller companies. The index used in the performance section is deemed to be a good representation of the Fund’s investable universe and is widely used Index Description. 5% to the L&G UK Smaller Companies In the past decade, UK smaller companies have outperformed the wider UK market with the fund’s benchmark, the Numis Smaller Companies Index ex Investment Trusts (NSCI) delivering a return of 119. 3 0. 6% increase. Our UK Smaller Companies portfolios are aligned to the same overarching common-sense philosophy applied across the team. For a complete description of the index methodology, please see The MSCI Europe ex UK Small Cap Index captures small cap representation across 14 Developed Markets (DM) countries in Europe*. Managers Abby Glennie and Amanda Yeaman aim to generate long-term capital growth from a diversified portfolio of UK smaller companies, which is made up of 50–60 of their highest conviction ideas. CUMULATIVE INDEX PERFORMANCE — PRICE RETURNS (USD) (DEC 2009 – DEC 2024) Dec 09 Apr 11 Jun 12 Sep 13 Dec 14 Mar The latest fund information for L&G PMC UK Smaller Companies Index Pn G25, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The indexes are distributed to over 2,000 institutional investors across the UK and Apr 22, 2024 · The change to 15% recognises the evolving definition of UK small cap used by IA member firms and also allows the sector to accommodate funds using the MSCI UK Small Cap Index as a benchmark. L&G PMC UK Smaller Companies Index Fund 3 B0O3; L&G PMC UK Smaller Companies Index G17 BZYQ; L&G PMC UK Smaller Companies Index G25 B7GY; L&G PMC UK Smaller Companies Fund 3 EBU3; L&G PMC UK Smaller Companies Fund G17 B5CQ; L&G PMC UK Smaller Companies Fund G25 B1GY; L&G UK Smaller Companies Fund HBUQ; L&G PMC Under 15 Year Index-Linked Gilts C Reference Index is the Deutsche Numis Smaller Companies plus AIM (excluding Investment Companies) Index. 59% in its benchmark index, a blend of the MSCI AC World Smaller Cap Index and the Numis UK Smaller Companies Index. 0 0 10 20 It made 0. Numis index data and related research is distributed by Numis. 5% gain. Dec 31, 2024 · Russell 3000® index: 3,000 US companies: S&P 1500® Composite index: appr. 7 2. Source of fund performance is Fidelity. In addition to the absolute returns generated, both the NAV and the share price outperformed the total return of the Company's reference index, the Deutsche Numis Smaller Companies plus AIM (ex investment companies) Index (the "reference index"), of 10. 7%. 5% of its exposure to net cash (including LGIM Liquidity Funds and accruals) and a minimum of 99. It looks to outperform the Numis Smaller Companies Index ex Investment Dec 31, 2024 · Fund price for Legal & General UK Smaller Companies Trust R Class Distribution along with Morningstar ratings & research, long term fund performance and charts Get 14 Days Free Company Site Sign Jan 7, 2025 · As of November 2024, WS Gresham House UK Smaller Companies C was the leading UK investment fund in the category "UK smaller companies", in terms of performance percentage value in five-year period. The latest fund information for L&G PMC UK Smaller Companies Index Pn G25, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 00p: 0. Mar 29, 2016 · To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in small capitalisation UK companies. 4 10. 4 days ago · The Fund aims to increase the value of investor's investment over a period of 5 years or more. 1 14. The latest fund information for L&G PMC UK Smaller Companies Pn G17, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. At least 80% of the Fund will be invested in shares of small and medium-sized UK companies L&G PMC UK Smaller Companies Index Fund 3 B0O3; L&G PMC UK Smaller Companies Index G17 BZYQ; L&G PMC UK Smaller Companies Index G25 B7GY; L&G PMC UK Smaller Companies Fund 3 EBU3; L&G PMC UK Smaller Companies Fund G17 B5CQ; L&G PMC UK Smaller Companies Fund G25 B1GY; L&G UK Smaller Companies Fund HBUQ; L&G PMC Under 15 Year Index-Linked Gilts Dec 31, 2024 · 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. From 18 March 2021, the Janus Henderson UK & Irish Smaller Companies Fund merged into the Janus Henderson UK Smaller Companies Fund. 8%). Peer Group Description The outlook for UK small caps after Brexit Despite all of the noise and the constant, intense, newsflow of the period since June 2016, when the Brexit vote happened, the market has behaved in quite a traditional way, according to Harry Nimmo, who manages about £2. 5 days ago · The Fund aims to achieve long term capital growth through investing in a well-diversified portfolio of UK smaller companies, which is consistent with the IA UK Smaller Companies sector definition, but includes in scope all stocks except those in the top 100 by market capitalisation. 5 +6. 4 days ago · To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in small capitalisation UK companies. . 30%: 153,762: £341. (Prior to 31st March 2020, it was the Euromoney Smaller European Companies (ex UK) Total Return Index in sterling terms). 6 Discrete performance (%) YTD 2024 2023 2022 2021 2020 RLP UK Smaller Companies Pn -3. The fund employs an index tracking strategy, aiming to replicate the performance of its benchmark. Abby Glennie, Co-Manager of abrdn UK Smaller Companies Growth Trust, sits down with Sam Benstead of interactive investor, for an insider interview, to discuss the health of the UK economy, and which smaller companies are set to perform well in the current economic environment of falling interest rates The latest fund information for Scottish Equitable UK Smaller Companies S2, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Dec 31, 2023 · Latest Equity - UK Smaller Companies News . 8% over the past 25 years. 0% p. 5 -31. The investment objective of the Fund is to grow the value of investor's investment (known as “capital growth”) in excess of the Numis Smaller Companies + AIM Excluding Investment Companies Index Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees. 8%) Yield 4. 5 +5. 6 8. +0. 64-15. 2,000 of the smallest firms from the Russell 3000 The latest fund information for L&G PMC UK Smaller Companies Index Pn 3, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Apr 2, 2024 · Performance of fund against sector and index over 5yrs Source: FE Analytics. 38: Share Class Size (Mil) 21/01/2025 GBP 27. 5 days ago · Click on an indicator below to add it to the chart. The Company’s benchmark is the Numis Smaller Companies plus AIM (excluding Investment Companies) Index which Dec 31, 2024 · At least 50% of the Fund will be invested in UK smaller companies (defined as companies that sit in the bottom 10% of the FTSE All-Share Index by market capitalisation or are listed on the The Company’s benchmark is the Numis Smaller Companies plus AIM Index (excluding Investment Companies). 0p NAV 127. With the introduction of the Numis Large Cap index in 2020, the Numis family of indices now covers all UK stocks listed on both the LSE main market and AIM. The MSCI UK Small Cap Index is designed to measure the performance of the small cap segment of the UK equity market. How are we to explain this anomaly? Jan 21, 2025 · The fund benchmarks the performance of its portfolio against the Numis Smaller Companies Index (excluding Investment Companies). 0p Premium/(discount) (15. 9 +1. Many of the others made double digit losses, although most still achieved a decent positive return over five years. Dec 24, 2024 · The Fund aims to increase the value of investor's investment over a period of 5 years or more. The fund primarily invests in a portfolio of UK smaller companies. Capital Structure At 30th September 2020, the Company’s share capital comprised 159,462,885 ordinary shares of 5p each. Numis Smaller Companies Index 14 January 2021 Registered No 02285918. 4 UK Smaller Companies -1. 1% vs. The Company’s London Stock Exchange stock ticker symbol (JMI) remains unchanged. 7 8. UK Smaller Co 0 ISFC-p06. 1,500 US companies: Index rebalancing: Quarterly: Annually: Quarterly: Selection criteria: The smallest firms (appr. 4 days ago · The underlying fund aims to outperform the Numis Smaller Companies Index excluding (Investment Companies) (the benchmark) after the deduction of a ll fees and charges. 4 -16. Performance before this date relates to the FlnstF UK Smaller Companies Fund which launched on 29 February 2008 and merged into the UK Smaller Companies on 10 February 2011. The Fund selects companies considered to have good prospects for share price growth, from any industry or economic sector, with smaller companies providing potential exposure to niche growth areas that often Dec 31, 2024 · Fund price for Legal & General UK Smaller Companies Trust R Class Accumulation along with Morningstar ratings & research, long term fund performance and charts Get 14 Days Free Company Site Sign At least 50% of the Fund will be invested in UK smaller companies (defined as companies that sit in the bottom 10% of the FTSE All-Share Index by market capitalisation or are listed on the Alternative Investment Market (AIM) of the London Stock Exchange). Source: abrdn and Refinitiv Datastream Chairman’s Statement 4 days ago · Index Description. This index uses a higher percentage (14%) to represent the smallest capitalisation of companies. The trust focuses on capital growth from smaller-cap UK stocks. 6 4. Benchmark The Numis Smaller Companies plus AIM (excluding Investment Companies) Index. abrdn UK Smaller Companies Growth Trust (AUSC) was launched in August 1993. The index, which is maintained by FTSE Russell, a subsidiary of the London Stock Exchange Group, is a constituent of the FTSE All-Share Index which is an index of The Company aims to give investors access to the fast growing, innovative smaller companies that help drive the UK domestic economy. 7 -22. Between 70% and 100% of these shares will be issued by smaller UK companies that make up the lowest 10% by size of the main UK share markets. 8 6. 0 -5. Peer Group Description Dec 31, 2024 · Fund price for Fidelity UK Smaller Companies A-Acc along with Morningstar ratings & research, long term fund performance and charts Ftse 250 Index_fut: 3. Its net asset value has risen 859. UK Smaller Companies (formerly UK Opportunities Fund) launched on 10 February 2011. 2% made by its Deutsche Numis Smaller Companies (-InvTrust) index 1 benchmark, but behind the 1. 32: 1. INVESCO Perpetual UK Smaller Companies Investment Trust plc was formed on Mar 1, 1988 and is domiciled in the United Kingdom. 2 +5. IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m; Asia Pacific Excluding Japan: 35,581-292: 2,811-14: Asia Pacific Including Japan Jan 10, 2025 · 1. Total Portfolio Footprinting MSCI UK Small Cap Index. 2 -1. Dec 31, 2024 · UK Small-Cap Equity: IA (formerly IMA) Sector UK Smaller Companies: ISIN GB0031835001: Fund Size (Mil) 21/01/2025 GBP 194. 3%, trailing the Deutsche Numis Smaller Companies index (ex-investment companies) benchmark’s 10. 8 8. E Net gearing is defined as a percentage, with net debt (total debt less cash/cash equivalents) divided by shareholders’ UK equity market. The strategy of using the proprietary Matrix screening tool to search for stocks that fulfil strict quality, growth and momentum criteria has proved very successful over the long term but has been challenged since the start of 2022, as macroeconomic factors rather than company fundamentals have driven The Deutsche Numis Smaller Companies Plus AIM ex Investment Companies Index (the "Index") is a representative index of the UK stock market of smaller companies. The latest fund information for L&G UK Smaller Companies Pn G1 Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. In the UK, for example: The Numis index, comprising the bottom 10% of the market, has returned 11% over the last three years and 5 The FTSE SmallCap Index is an index of small market capitalisation companies consisting of the 351st to the 619th largest-listed companies on the London Stock Exchange main market. Capital Structure 4 days ago · To achieve capital growth. Expert View 15, January 2025 Story By Michelle McGagh. These companies are incorporated, headquartered or which have their principal business activities in the UK, or companies that are listed in the UK and constituents of the Benchmark Index. 0 26. Alpha Female 26, September 2024 Story By Nicola Blackburn. The index used in the performance section is deemed to be a good representation of the Fund’s investable universe and is widely used Numis Smaller Companies Index background: The Numis Smaller Companies Index is the most widely used UK smaller companies benchmark. Oct 6, 2021 · In 2018, when the index and average IA UK Smaller Companies sector peer made double-digit losses, the fund made a 3% gain, the best in its sector, while last year it was able to withstand the B Numis Smaller Companies including AIM (ex investment companies) Index, prior to 1 January 2018 Numis Smaller Companies (ex inv estment companies) Index. 4% made by its second benchmark, the Investment Association UK Smaller Companies sector 2 average. Simple Moving Average Exponential Moving Average Bollinger Bands ® Parabolic SAR Price Channel Time Series Forecast Linear Regression Moving Average Envelope 4 days ago · FTSE UK Small Cap Index Price Returnindex chart, prices and performance, plus recent news and analysis. the FTSE All Share return of 92. The fund will invest at least 60% in small-capitalisation equities and equity related securities of co mpanies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a 4 days ago · To achieve capital growth. Portfolio securities - The fund will invest at least 60% in equities of UK smaller companies. 3% Share price and discount Time period 31/05/2019 to 12/06/2024 Source: Morningstar, Marten & Co Performance over five years Time period 31/05/2019 to 31/05/2024 Nov 26, 2023 · In recent years, though, smaller companies have been left behind. Revealed: How fund groups rank on gender parity – and how 4 days ago · To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). iShares plc, iShares II plc, iShares III plc, iShares IV plc, iShares V plc, iShares VI plc and iShares VII plc (together 'the Companies') are open-ended investment companies with variable capital having segregated liability between their funds organised under the laws of Ireland and The latest fund information for L&G PMC UK Smaller Companies Pn G25, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a Jan 21, 2025 · 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 MSCI UK Small Cap Index (GBP) | msci. Performance Target: To achieve the return of the UK Smaller Companies [-1. The index was first published in 1987, with a back-history dating Invesco Perpetual UK Smaller Companies Investment Trust plc (‘the Company’) is an investment trust whose investment objective is to achieve long-term total returns for shareholders primarily by investment in a broad cross-section of small to medium sized UK quoted companies. 0% (2023: -6. Over this period the fund has returned 204. com The MSCI UK Small Cap Index is designed to measure the performance of the small cap segment of the UK equity market. Oct 18, 2023 · abrdn UK Smaller Companies Growth Trust (AUSC) is managed by Abby Glennie and Amanda Yeaman. A member of the London Stock Exchange. MSCI UK Small Cap Index (EUR) | msci. Year to date outperformance is a very impressive 14%. Jan 28, 2022 · Of the 43 funds with a track record long enough to be included in the study, another two funds – Fidelity UK Smaller Companies and Janus Henderson UK Smaller Companies – also beat the index in The Fund is actively managed and invests at least 70% in the shares of UK companies that are in the lowest 10% by capitalisation of UK stock markets. 88 IA European Smaller Companies NR MSCI Europe ex UK Small Cap Index Yes Sector breakdown (% of total net assets) services Top countries(% of total net assets) The allocation of stock is based on Country of Risk Fund Index 31. 2% in the six months to 30 September, while the shares climbed 7. That compares with a gain of 717. The index represents approximately 14% of the free float-adjusted market capitalization in the UK. The Company’s benchmark is the Numis Smaller Companies plus AIM Index (excluding Investment Companies). 3 Dec 31, 2024 · Investment Objective: RGI UK Listed Smaller Companies Fund Fund S2 Acc: The investment objective of the Fund is to grow the value of investor's investment (known as “capital growth”) in excess Mar 2, 2023 · According to data from FE Trustnet, there were just five of the 49 open-ended funds in the UK small cap sector that made a positive return over the last 12 months, with the best being Fidelity UK Smaller Companies with a 7. 1 +25. The companion index, the Numis Smaller Companies plus AIM index, has almost 2,000 constituent companies. 0 -7. 98: 0. 9 4. 5 days ago · FTSE SMALL CAP INDEXindex chart, prices and performance, plus recent news and analysis. The Numis UK Smaller Companies index, the most commonly used benchmark for funds in the IA’s UK Smaller Companies sector, has performed better than every single fund in our peer group this year. 5% +4. by investment in UK-quoted smaller companies. 5bn in UK smaller companies assets at Aberdeen Standard Investments. 3 8. Numis Securities Limited ("Deutsche Numis") is no longer the registered administrator of the Deutsche Numis family of indices, comprising Deutsche Numis Smaller Companies index, the DNSC plus AIM index, the Deutsche Numis Sub-£1bn Index, the DNSC 1000 index, the Deutsche Numis Mid Cap index, the Deutsche Numis Large Cap index, the Deutsche Numis Alternative Markets index and the Deutsche Jun 6, 2024 · UK smaller companies funds have jumped to the top of the 2024 performance charts thanks to “sellers’ exhaustion”, a recovering economy and increasing mergers and acquisitions (M&A). D Net Asset Value including income. 5 13. Numis Smaller Companies (ex ICs) Index, that are UK domiciled, or have significant UK business operations. At least 80% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in the UK. The Numis Smaller Companies Excluding Investment Companies Index is a measure of the combined performance of smaller companies (the bottom 10%) listed on the London Stock Exchange excluding investment companies. Expert View: Hollywood Bowl, Games Workshop, JD Sports, Gamma smaller UK companies. 6%] Cumulative performance (%) YTD 3m 6m 1y 3ys 5ys RLP UK Smaller Companies Pn -3. The Fund invests mainly in equity securities of smaller UK companies that are no larger that the largest company in the Numis Smaller Companies ex-Investment Trusts Index. We believe that high quality UK companies generating sustainable cash flows and trading on reasonable multiples offer significant potential to outperform the broader market over the long-term. 5 -6. The latest fund information for L&G Mastertrust Smaller Companies Index Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 4 days ago · UK Smaller Companies-1. These are companies with a market capitalisation, at time of purchase, equal to or lower than the largest company in the bottom 10% of the main UK equity market or companies in the Numis Smaller Companies Index (excluding Investment Companies). Scan the QR Code below to register for email alerts relating to the Company: Contents UK All Companies (1 month) UK Direct Property (1 month) UK Equity & Bond Income (1 month) UK Equity Income (1 month) UK Smaller Companies (1 month) VCT AIM Quoted (1 month) VCT AIM Quoted Pre Qualifying (1 month) VCT Generalist (1 month) VCT Generalist Pre Qualifying (1 month) VCT Specialist: Environmental (1 month) 4 days ago · The Fund aims to provide capital growth in excess of the FTSE UK Series Small Cap ex Investment Trusts (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of small-sized UK companies. Jan 20, 2025 · The underlying fund aims to outperform the Numis Smaller Companies Index excluding (Investment Companies) (the benchmark) after the deduction of a ll fees and charges. 64: Great Portland Estates PLC: Real 4 days ago · The fund invests 80% to 100% in shares of smaller companies and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments and derivatives. 4 days ago · The Fund aims to grow investors investment and provide an average annual net return greater than the FTSE® 250 ex Investment Trust Index (the “Index”) over a rolling 5 year period by investing in shares of small and medium si zed UK companies. For a complete description of the index methodology, please see L&G PMC UK Smaller Companies Index Fund 3 B0O3; L&G PMC UK Smaller Companies Index G17 BZYQ; L&G PMC UK Smaller Companies Index G25 B7GY; L&G PMC UK Smaller Companies Fund 3 EBU3; L&G PMC UK Smaller Companies Fund G17 B5CQ; L&G PMC UK Smaller Companies Fund G25 B1GY; L&G UK Smaller Companies Fund HBUQ; L&G PMC Under 15 Year Index-Linked Gilts 4 days ago · UK Smaller Companies are UK companies (those incorporated in, domiciled in, or that have significant economic exposure to, the UK) whose size (measured by market capitalisation), at the time of investment, is not larger than the largest company of the Numis Smaller Companies plus AIM (excluding Investment Trusts) Index. 4% –15. 39: 6. 2 3. The index is compiled by Professor Paul Marsh and Professor Elroy Dimson of London Business School, and has been distributed by Numis since 2012. The market capitalisation of a company is the share price of the company multiplied by the number of shares issued. 0%. The fund may use derivatives to reduce risk or cost L&G PMC UK Smaller Companies Index Fund 3 B0O3; L&G PMC UK Smaller Companies Index G17 BZYQ; L&G PMC UK Smaller Companies Index G25 B7GY; L&G PMC UK Smaller Companies Fund 3 EBU3; L&G PMC UK Smaller Companies Fund G17 B5CQ; L&G PMC UK Smaller Companies Fund G25 B1GY; L&G UK Smaller Companies Fund HBUQ; L&G PMC Under 15 Year Index-Linked Gilts UK Smaller Companies Fund E Acc (as at 31/12/24) Page 3 / 4 Additional fund information Tax assumptions and reliefs depend upon an investor’s particular circumstances and may be subject to change. What does quality mean? Dec 31, 2024 · Analyst Report: 30/11/2024 Morningstar Manager Research, Morningstar, Inc Vanguard Global Small Cap Index offers a cheap and highly efficient way to gain access to the global small-cap segment. Authorised and regulated by the Financial Conduct Authority. Reference Index The Company’s reference index is the Deutsche Numis Smaller Companies plus AIM (ex investment companies) Index. 8 4. - UK smaller companies are defined as any company of a similar size to those in the Index. Performance is excluding initial charge. The Fund is actively managed and invests at least 80% of its assets Latest Equity - UK Smaller Companies News . 4 2. 4 days ago · Smaller companies are those whose market capitalisations (market capitalisation is the share price of the company multiplied by the number of shares issued) are similar to that of companies in the Numis Smaller Companies plus AiM ex-Investment Trusts Index at the time of the Fund’s investment. View the FTSE Small Cap chart, the FTSE Small Cap constituent companies and their current price and intraday movement. 1 day ago · The Artemis UK Smaller Companies Fund aims to harness the growth potential of smaller companies. 6%, placing it in the top quartile of UK smaller company funds Mar 28, 2012 · The Index has become the leading benchmark for UK Small Cap investing, covering over 800 companies which make up the bottom 10% of the UK market by value. 2 -2. Such securities have historically been subject to price movements, sometimes to a greater extent than securities of larger UK companies, due to company-specific factors or Changes to UK Investment Funds 4 Current Fund Name New Fund Name Fund Type Current Umbrella Name New Umbrella Name ASI American Equity Tracker Fund abrdn American The Fund aims to achieve its objective by investing in small UK quoted companies. The Fund will invest at least 60% in equities (and their related securities) of smaller sized (companies which form the smallest 1 0% of UK listed companies by market capitalisation) UK companies (those domiciled, incorporated or having significant business in the UK). It could work well in the UK part of a portfolio alongside funds that invest in UK companies either bigger or smaller in size. Key statistics for Fidelity UK Smaller Companies Fund W-Accumulation (GB00B7VNMB18) plus portfolio overview, latest price and performance data, expert insights and more 5 days ago · FTSE Small Cap : The latest Index price detail and constituents Abrdn UK Smaller Companies Growth Trust: 501. 41m : 16:40 24/01/25: Aew UK Reit: Feb 21, 2024 · They proved better than every other peer at regularly outperforming the Numis Smaller Companies (Excluding Investment Trusts) index, the most common benchmark of the IA UK Smaller Companies sector 4 days ago · The fund invests 80% to 100% in shares of smaller companies and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments and derivatives. Income Details Dec 6, 2024 · The interim results showed the trust made an underlying return of 4. In second position, “Given Liontrust UK Smaller Companies’ emphasis on smaller companies, steps have been taken Why Invest in UK Smaller Companies Small company investors tend to have a natural growth bias; however, there are many small cap UK companies currently offering good value as well. 59: 24/01/2025 The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group Aug 20, 2024 · Certainly, The Smaller Companies Trust, with its focus on good quality stocks, would confirm the research findings. Source of fund performance and volatility and risk measures is Fidelity. 1 day ago · The Fund is actively managed and invests at least 70% in the shares of UK companies that are in the lowest 10% by capitalisation of UK stock markets. A Alternative Performance Measure (‘APM’). qxp 30/04/2024 18:10 Page ifc2 (From 7 August 2019 the fund name was amended from Aberdeen UK Smaller Companies Equity Fund to ASI (AAM) UK Smaller Companies Fund) Class A Accumulation GBP Objective To generate growth over the long term (5 years or more) by investing in UK smaller capitalisation equities (company shares). znoey tufww axx wtvbv zmp hthphe cszp wrr wiktb ityd