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Standard Life Investments UK Smaller Companies Fund Inst S Accumulation Shares

Performance History31/01/2018
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Smaller Companies Fund Inst S Accumulation Shares
Fund-7.729.34.031.41.6
+/-Cat-6.413.7-3.75.41.3
+/-B’mrk-5.016.3-8.515.82.4
 
Key Stats
NAV
23/02/2018
 GBX 91.21
Day Change -0.27%
Morningstar Category™ UK Small-Cap Equity
IA (formerly IMA) Sector UK Smaller Companies
ISIN GB00BBX46183
Fund Size (Mil)
31/01/2018
 GBP 1492.02
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
12/01/2018
  0.77%
Morningstar Research
Analyst Report

We believe Standard Life UK Smaller Companies remains a worthy choice for investors. A key factor in our conviction is fund manager Harry Nimmo. He is an experienced UK small-cap investor who has managed money in this style through a variety of...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessPositive
PerformancePositive
PricePositive
Investment Objective: Standard Life Investments UK Smaller Companies Fund Inst S Accumulation Shares
The objective of the fund is to provide capital growth over the longer term through investment in smaller companies in the UK Equity market; it is intended that income will not be a prime consideration. The investment policy of the fund is to invest mostly in smaller companies in the UK Equity market (excluding Investment Trusts). Investments can be made in equities and equity type investments of companies listed on a UK stock exchange or which, in the opinion of the ACD, carry on a substantial part of their operations in the UK. “Equity type investments” will include convertible stocks, stock exchange listed warrants, Depositary Receipts and any other such investments which entitle the holder to subscribe for or convert into the equity of the company and/or where the share price performance is, in the opinion of the ACD, influenced significantly by the stock market performance of the company’s ordinary shares.
Returns
Trailing Returns23/02/2018
YTD-0.38
3 Years Annualised19.00
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.92
Management
Manager Name
Start Date
Harry Nimmo
06/01/1997
Inception Date
25/07/2013
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
IA UK Smaller Companies SectorFTSE Small Cap Ex Invest Trust TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Standard Life Investments UK Smaller Companies Fund Inst S Accumulation Shares31/12/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.250.0098.25
Bond0.000.000.00
Property0.000.000.00
Cash1.610.001.61
Other0.140.000.14
Top 5 Regions%
United Kingdom92.59
Middle East4.39
Asia - Developed3.02
United States0.00
Canada0.00
Top 5 Sectors%
Technology23.07
Industrials16.27
Consumer Cyclical14.16
Consumer Defensive13.10
Healthcare12.39
Top 5 HoldingsSector%
First Derivatives PLCTechnologyTechnology5.02
Dechra Pharmaceuticals PLCHealthcareHealthcare4.37
Sanne Group PLCFinancial ServicesFinancial Services4.35
NMC Health PLCHealthcareHealthcare4.32
Cranswick PLCConsumer DefensiveConsumer Defensive4.10
Standard Life Investments UK Smaller Companies Fund Inst S Accumulation Shares