St James's Place Global Smaller Companies Acc

Ranked 727 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Kevin Beck

Prior to joining Paradice Investment Management, Kevin Beck was a senior analyst on the Artisan Partners International Value and Global Value investment funds. Prior to Artisan, he was co-portfolio manager of the Denver Investment Advisors International Small Cap Equity fund. He has also worked at Harris Associates and JPMorgan/Fleming and has over twenty years of investment experience in the U.S., U.K. and Brazil. He is a Chartered Financial Analyst and has a Masters of Finance from the University of Wisconsin.

Objective

The investment objective of the Scheme is to provide capital appreciation through investment in a concentrated portfolio of quoted securities on a worldwide basis. The Trust will be invested, at the Manager's discretion, primarily in global equities and may also be invested in cash or near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -13.9% -3.4% 2.9% -0.7% -12.7%
2017 12.6% 3.4% 1.7% 3.7% 3.3%
2016 29.8% 0.3% 8.2% 11.9% 6.8%
2015 -2.1% 10.0% -5.2% -11.9% 6.7%
2014 -0.1% -0.6% -0.1% -2.2% 2.8%
2013 21.1% 12.0% 0.4% 3.1% 4.5%
2012 2.2% 5.0% -7.5% 2.2% 3.0%
2011 -6.4% -1.5% 1.3% -11.5% 6.0%
2010 24.3% 10.8% -9.4% 8.6% 14.1%
2009 13.4% -13.7% 7.8% 14.2% 6.7%
2008 -12.3% -16.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/04/2008
  • Share Class size156Mn
  • Base currencyGBP
  • ISIN GB00B2Q6F227

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management2.02%
  • Initial investment5.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).