Aberforth UK Small Companies
Aberforth UK Small Companies
ISIN:
GB0000072727
Risk level:
FE fundinfo Rating:
5 of 5
IA Sector:
IA UK Smaller Companies
Income type:
Accumulation
Price:
31,454.0000GBX
17 April 2024
Last change:
icon-up-small 0.33%
1 year change:
icon-up-small 11.07%
5 year annualised return:
5.00%
12 month yield:
N/A%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Aberforth UK Small Companies
-
IA UK Smaller Companies
-
Numis Smaller Companies Excluding Investment Companies
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Fund’s objective is to achieve a total return greater than that of the NSCI (XIC) over the long term by investing in a diversified portfolio of small UK quoted companies.
Manager name:
Aberforth Unit Trust Mgrs Ltd
Manager start date:
01 May 2001
Investment style:
*None
Region (geographical):
United Kingdom
Manager Biography:
Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors - Alternative Energy; Automobiles and Parts; Consumer Services; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Nonlife Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers.
Benchmark:
Numis Smaller Companies Excluding Investment Companies
Sector:
IA UK Smaller Companies
FE fundinfo Rating:
5 of 5
Fees and Charges
Asset Allocation
Fund size: 142,248,998.17 GBX
Chart date: April 17, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
7.8
MSCI ESG Quality Score - Peer Percentile (0-100)
98%
MSCI ESG Quality Score - Global Percentile (0-100)
96%
Fund Environmental Impact Involvement (%)
17%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
0%