abrdn UK Smaller Companies Fund Institutional "A" AccumulationRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 24.1 | -35.4 | -2.4 | 6.5 | 0.6 |
![]() | +/-Cat | 1.2 | -11.4 | -2.2 | 0.9 | 1.1 |
![]() | +/-B’mrk | - | - | -9.3 | 1.9 | -1.7 |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 19/02/2025 | GBX 80.67 | |
Day Change | -0.80% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00BYY37X46 | |
Fund Size (Mil) 18/02/2025 | GBP 875.71 | |
Share Class Size (Mil) 18/02/2025 | GBP 0.30 | |
Max Initial Charge | - | |
Ongoing Charge 11/02/2025 | 1.68% |
Morningstar Research |
Analyst Report | 12/11/2024 Daniel Haydon, 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 Institutional "A" 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 25/01/2016 |
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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 Institutional "A" Accumulation | 31/01/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.42 |
![]() | ![]() | 3.96 |
![]() | ![]() | 3.47 |
![]() | ![]() | 3.23 |
![]() | ![]() | 3.23 |
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abrdn UK Smaller Companies Fund Institutional "A" Accumulation |