TOSCA MICRO CAP UCITS GBP Inst Acc

Ranked 19 out of 19 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Siebert

Objective

The Fund seeks long-term capital appreciation. The Fund invests in common stock and other equity and equity-linked securities of issuers in the United Kingdom or of issuers which derive a substantial part of their revenues from activities in the United Kingdom. The fund will invest primarily in micro cap companies with a market capitalisation of up to 250m that are listed in the UK, and which are or are expected to become constituents of the FTSE Small Cap Index or the FTSE AIM All Share Index.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/05/2018 - 31/05/2019
  • Rank 19/19 Total Return
  • Rank 8/19 Standard Deviation
  • Rank 18/19 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -2.1%
2018 -17.8% -3.8% 5.9% 1.7% -20.5%
2017 18.3% 7.2% 6.1% 1.2% 2.7%
2016 31.9% 5.1% 0.6% 17.7% 6.0%
2015 0.2% 1.4% 2.8% -1.3% -2.6%
2014 -16.7% 3.1% -15.7% -0.8% -3.4%
2013 46.8% 18.8% 8.4% 5.5% 8.1%
2012 -0.4% 2.2% -1.9% -0.7% 0.0%
2011 -3.7% -2.4% 5.3% -10.6% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date01/10/2010
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN IE00B68Z1V62

Purchase Info

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

Charges

  • Annual management1.00%

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