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BMO UK Smaller Companies 1 Acc

Ranked 30 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Catherine Stanley

Catherine Stanley is a managing director and head of the Global Small Cap team at BMO Asset Management. Since June 2009, Stanley has been lead manager of the BMO Responsible UK Equity fund and the BMO Responsible UK Income fund, and in June 2013 the Global Smaller Cap Equity Fund was launched with Stanley as lead. She joined the group in 2000. Prior to this Stanley spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in geography from the University of Oxford and is a member of the CFA Society of the UK.

Objective

The fund aims to achieve medium to long term capital growth through investment primarily in UK smaller companies. The fund invests mainly in a spread of equities of UK smaller companies. A proportion of the assets may comprise convertible stocks and other permitted investment vehicles which are linked to UK smaller companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
2018 -9.6% -2.5% 8.0% 1.1% -15.1%
2017 28.2% 7.5% 6.4% 5.8% 5.9%
2016 5.7% -2.3% -7.8% 13.8% 3.2%
2015 17.6% 6.2% 7.7% 0.2% 2.6%
2014 1.3% 2.8% -3.1% -0.2% 1.8%
2013 36.8% 11.2% 1.0% 9.8% 11.0%
2012 30.1% 15.3% -4.8% 11.9% 5.9%
2011 -7.0% 2.2% 3.0% -15.7% 4.8%
2010 33.8% 5.2% -2.3% 14.5% 13.7%
2009 43.4% -2.5% 20.4% 22.7% -0.4%
2008 -39.1% -5.7% -1.3% -14.2% -23.7%
2007 -6.8% 5.5% 2.4% -5.1% -9.0%
2006 28.2% 12.8% -6.6% 5.5% 15.4%
2005 25.5% 5.7% 2.7% 8.5% 6.6%
2004 25.6% 10.4% 2.2% 1.4% 9.9%
2003 36.2% -9.8% 24.0% 15.4% 5.5%
2002 -42.0% -1.7% -15.5% -24.7% -7.3%
2001 -19.5% -13.4% 3.4% -25.3% 20.4%
2000 -8.8% 4.7% -17.0% 25.1% -16.1%
1999 111.3% 17.3% 12.4% 5.7% 51.7%
1998 -2.8% 14.1% 3.1% -22.1% 6.1%
1997 -2.5% 5.4% -9.1% 0.8% 1.0%
1996 4.4% 9.4% 2.6% -8.2% 1.3%
1995 15.5% -0.2% 3.7% 10.3% 1.1%
1994 5.0% 4.9% -0.6% 4.4% -3.6%
1993 23.1% 18.1% 1.9% 2.1% 0.1%
1992 27.9% 13.6% 7.2% -12.1% 19.5%
1991 34.1% 20.1% 1.2% 8.5% 1.7%
1990 -18.9% 4.5% 0.2% -20.7% -2.4%
1989 27.8% 19.2% 3.8% 8.4% -4.6%
1988 8.7% 2.1% -5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
CLS Holdings PLC ORD 3.56%
AFH Financial Group PLC ORD 2.19%
Sirius Real Estate Ltd ORD 2.17%
Huntsworth PLC ORD 2.02%
Clinigen Group PLC ORD 2.00%
Next Fifteen Communications Group PLC ORD 1.78%
James Fisher and Sons PLC ORD 1.76%
OneSavings Bank PLC ORD 1.76%
4imprint Group PLC ORD 1.73%
SDL PLC ORD 1.72%
31/03/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date04/02/1988
  • Share Class size20Mn
  • Base currencyGBX
  • ISIN GB0005801609

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

F&C’s Stanley: UK small caps are in middle of perfect storm

A flurry of IPOS, tough economic data and strongly performing mid-caps have all taken their toll on the sector.

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