Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Royal London UK Smaller Companies M Acc

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

Managed by

Henry Lowson

Henry Lowson joined Royal London Asset Management in September 2016 as a senior fund manager and is lead manager on the RL UK Smaller Companies Fund. Lowson began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead fund manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Lowson graduated from Edinburgh University in 2004 with a MA (Hons) degree in economics and geography.

Objective

The investment objective and policy of the fund is to achieve capital growth by investing primarily in 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 8.4%
2018 -13.6% -5.4% 8.6% -0.1% -15.8%
2017 25.5% 5.2% 8.3% 4.9% 5.0%
2016 3.1% -3.0% -8.1% 13.6% 1.6%
2015 16.3% 8.0% 5.3% -1.1% 3.4%
2014 6.1% 2.8% -3.0% 2.1% 4.2%
2013 36.3% 11.0% 1.6% 14.1% 5.9%
2012 27.2% 16.3% -5.0% 10.8% 3.9%
2011 -7.2% 0.7% 3.2% -12.9% 2.6%
2010 28.7% 2.5% -1.8% 12.9% 13.2%
2009 32.7% -6.8% 20.9% 19.1% -1.1%
2008 -33.5% -5.5% 0.3% -15.7% -16.8%
2007 -8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2012
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00B3NQHL55

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.00%

Related News

A-rated mid-cap star backs Brewin's £60m fund raising

Citywire A-rated Henry Lowson has used Brewin Dolphin’s £60 million equity raising.

Fund managers say sorry as they lick Conviviality wounds

'We are very sorry', say Acorn Income managers, while Marlborough's Siddarth Chand Lall labels investment 'a hard and painful lesson'.

Royal London AM UK equity veteran Derek Mitchell to retire

The firm has made a double hire to help fill the void left by Mitchell, who is bringing the curtain down on a 30-year investment career.

AAA-rated small cap star ups stake in Miton

Citywire AAA-rated rising small cap star Henry Lowson has upped his stake in UK fund house Miton.

RLAM hires AAA-rated small cap star Henry Lowson

Henry Lowson will join Royal London Asset Management in September, replacing Victoria Stewart on the group's UK Smaller Companies fund.

Auditor in firing line as regulator investigates scandal-hit AIM firm

Grant Thornton's auditing of financial statements under scrutiny after app developer was accused of overstating revenues and profits.

Fund managers hit by scandal engulfing Globo

A number of smaller company and growth fund managers have small stakes in Globo, an AIM-listed app developer hit by allegations of fraud.

River and Mercantile sells five million Miton shares

The disposal means River and Mercantile no longer has a significant interest in Miton.

Who bought & sold Brewin after £32m tech writedown

Brewin Dolphin continues to be backed by a host of star fund managers and there was interesting trading in the stock after it revealed it would take a hit from a failed IT system.

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