abrdn UK Smaller Companies Fund Platform 1 AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.9 | 24.9 | -34.9 | -1.7 | 2.1 | |
+/-Cat | -3.4 | 2.0 | -10.9 | -1.5 | 0.8 | |
+/-B’mrk | - | - | - | -8.6 | 1.4 | |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 18/04/2024 | GBX 137.10 | |
Day Change | 0.15% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00B7FBH943 | |
Fund Size (Mil) 17/04/2024 | GBP 986.55 | |
Share Class Size (Mil) 17/04/2024 | GBP 142.14 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.98% |
Morningstar Research |
Analyst Report | 12/11/2023 Michael Born, Analyst Morningstar, Inc |
Portfolio manager and veteran investor Harry Nimmo will retire from the Abrdn UK Smaller-companies strategy at the end of 2022. He was the architect of this strategy and lead manager since inception in 1997. He will leave investors in good hands,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: abrdn UK Smaller Companies Fund Platform 1 Accumulation |
To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Abby Glennie 01/01/2016 | ||
Amanda Yeaman 24/06/2019 | ||
Inception Date 17/05/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Deutsche Numis SC Pl AIM ExIvt Cm TR GBP | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn UK Smaller Companies Fund Platform 1 Accumulation | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Hill & Smith PLC | Industrials | 4.55 |
4imprint Group PLC | Communication Services | 4.41 |
abrdn Liquidity-Sterling Fund Z-... | 4.15 | |
Ashtead Technology Holdings PLC ... | Energy | 4.00 |
Cranswick PLC | Consumer Defensive | 3.75 |
Increase Decrease New since last portfolio | ||
abrdn UK Smaller Companies Fund Platform 1 Accumulation |