Scottish Widows UK Smaller Companies

Ranked 42 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Objective

To give long-term capital growth by investing in a wide portfolio of primarily UK smaller companies' shares. The Fund will invest in a diversified portfolio of primarily UK smaller company securities which may include, directly or indirectly, convertible securities, and as appropriate, warrants and traded options. Investments will mainly be in UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -16.0% -2.2% 7.5% -4.0% -16.7%
2017 26.8% 6.4% 6.0% 7.2% 4.8%
2016 5.6% -3.3% -4.4% 12.8% 1.3%
2015 12.3% 6.6% 8.6% -6.1% 3.3%
2014 -9.5% 2.0% -6.8% -4.3% -0.6%
2013 39.3% 12.1% 3.2% 8.9% 10.5%
2012 30.0% 15.1% -4.7% 11.6% 6.1%
2011 -5.1% 0.6% 3.4% -13.3% 5.1%
2010 29.3% 9.0% -8.3% 14.3% 13.2%
2009 41.5% -1.4% 15.8% 24.1% -0.1%
2008 -44.0% -8.9% -7.1% -17.2% -20.1%
2007 -12.7% 3.8% -0.5% -8.5% -7.6%
2006 27.4% 13.3% -6.4% 7.2% 12.2%
2005 21.8% 2.2% 2.2% 7.1% 8.9%
2004 19.4% 9.2% 0.2% 0.4% 8.7%
2003 27.9% -6.1% 23.2% 7.8% 2.5%
2002 -21.5% 5.1% -5.9% -18.4% -2.7%
2001 -15.8% -8.0% 2.2% -20.8% 13.0%
2000 5.4% 11.5% -3.9% 6.2% -7.4%
1999 44.0% 15.7% 8.4% 1.9% 12.7%
1998 -11.0% 12.1% -1.4% -23.7% 5.5%
1997 7.9% 6.7% -6.2% 6.0% 1.6%
1996 15.2% 9.3% 6.1% -1.6% 0.8%
1995 16.1% -1.6% 9.9% 9.4% -1.9%
1994 -6.1% 5.5% -8.2% 0.3% -3.4%
1993 7.2% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Euromoney Institutional Investor PLC ORD 4.45%
Aberdeen Std Liquidity (Lux) Sterling Z3 Inc 3.93%
AVEVA Group PLC ORD 3.89%
Discoverie Group PLC ORD 3.82%
Morgan Sindall Group PLC ORD 3.48%
Oxford Instruments PLC ORD 3.38%
A.G.Barr PLC ORD 3.27%
Robert Walters Plc ORD 3.21%
James Fisher and Sons PLC ORD 3.12%
Fuller Smith & Turner PLC ORD 3.12%
30/04/2019

Registered For Sale In

  1. Finland
  2. United Kingdom

Fund Info

  • Launch date10/05/1993
  • Share Class size70Mn
  • Base currencyGBX
  • ISIN GB0031644197

Purchase Info

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

Charges

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

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