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Merian UK Smaller Companies Fund R GBP Acc

Growth Of 1000 (GBP) 30/09/2019
Fund:  Merian UK Smaller Companies Fund R GBP Acc
Category:  UK Small-Cap Equity
Category Index:  FTSE Small Cap Ex Invest Trust TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2019
 201220132014201520162017201830/09
Price Return28.3139.42-0.3121.1611.7138.29-17.2612.07
+/- Category3.69-0.150.945.534.0012.32-5.291.48
+/- Category Index-7.98-4.432.378.17-0.8322.68-3.467.18
% Rank in Category314438202858746
Trailing Returns (GBP)18/10/2019
   Total Returns   +/- Category   +/- Category Index
1 Day-0.55   -0.60-0.67
1 Week1.47   -0.28-0.57
1 Month0.19   -0.45-0.35
3 Months-0.19   -0.88-1.00
6 Months-1.64   -2.19-0.04
YTD12.86   0.586.93
1 Year-1.10   -3.182.34
3 Years Annualised9.79   1.286.29
5 Years Annualised13.44   3.056.07
10 Years Annualised*13.62   1.424.89
 
Quarterly Returns (GBP)30/09/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
201910.053.27-1.40-
2018-5.308.090.44-19.52
201711.917.278.316.36
2016-2.22-6.5618.403.27
20154.776.732.415.80
20144.86-7.321.231.33
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1530 Sep 1630 Sep 1730 Sep 1830 Sep 19
16.0514.4534.269.35-9.81
 
 
 
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* This share class has performance data calculated prior to the inception date, 2011-07-01. This is based upon a simulated/extended track record, using the track record of Merian UK Smaller Companies A GBP Acc (ISIN: GB00B1XG7C26), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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