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Halifax Smaller Companies

Ranked 47 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term capital growth by investing mainly in smaller companies with above average potential for growth, principally in the UK.

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 8.9%
2018 -17.0% -3.5% 8.6% -5.3% -16.4%
2017 28.2% 5.1% 6.9% 7.4% 6.2%
2016 5.4% -4.0% -4.4% 11.9% 2.6%
2015 11.6% 4.4% 9.0% -6.4% 4.8%
2014 -7.5% 2.5% -6.0% -5.5% 1.5%
2013 39.0% 12.1% 3.8% 7.7% 10.9%
2012 28.6% 15.3% -2.7% 8.7% 5.5%
2011 -11.0% 2.5% 2.2% -15.7% 0.8%
2010 22.4% 4.2% -1.6% 9.7% 8.9%
2009 35.1% -9.9% 21.1% 23.9% -0.1%
2008 -35.1% -6.6% -3.6% -11.8% -18.3%
2007 -6.4% 4.5% 3.4% -8.5% -5.4%
2006 19.3% 8.5% -4.7% 5.9% 8.9%
2005 16.2% 4.8% 0.2% 7.7% 2.7%
2004 26.2% 8.4% 1.9% 1.9% 12.0%
2003 35.8% -9.1% 26.2% 11.1% 6.5%
2002 -24.4% 0.9% -7.2% -20.2% 1.1%
2001 -31.3% -18.2% -2.1% -27.7% 18.6%
2000 -4.9% 14.4% -12.4% 12.8% -15.7%
1999 75.1% 8.5% 7.6% 4.1% 44.0%
1998 -6.0% 15.7% -0.3% -21.9% 4.4%
1997 4.1% 3.5% -6.7% 4.9% 2.7%
1996 15.1% 7.3% 4.4% 0.8% 1.9%
1995 3.3% -5.7% 4.5% 5.2% -0.3%
1994 -6.8% 4.3% -6.9% -0.2% -3.8%
1993 22.8% 15.6% 1.4% 4.6% 0.2%
1992 14.4% 5.8% 10.5% -11.0% 9.9%
1991 23.1% 19.9% -3.0% 11.6% -5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/10/1990
  • Share Class size19Mn
  • Base currencyGBX
  • ISIN GB0031811846

Purchase Info

  • Min. initial investment30,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

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