Compare our accounts
Whether you're looking for a Share Dealing Account, Stocks and Shares ISA or a Self-Invested Personal Pension (SIPP), we've got an account to suit your needs.
Aberforth UK Small Companies Inc (Income)
Price as at 29 May 2020
ISIN: GB00B2N9GS70
Price
13,112.00 GBX
Last change
icon-down-small
-0.47%
1 year change
icon-down-small
-27.43%
5 year annualised return
-3.02%
12 month yield
4.21%
Morningstar rating
1 of 5
Risk level
1
2
3
4
5
6
7
Risk considerations
The value of your investment and any income from it can go down as well as up and you may get back less than you invested. Past performance is no guarantee of future performance.Discrete calendar year performance
Trailing returns
(*annualised)
Fees and Charges
Asset Allocation
Fund Objective
The investment objective of the Fund is to seek to achieve a total return, calculated on an income reinvested basis, greater than the Numis Smaller Companies Index (excluding Investment Companies) over the long term, or, if that index is not available, another index which the Manager considers is comparable to the Numis Smaller Companies Index (excluding Investment Companies). The policy of the Fund is to invest in a diversified portfolio of small UK quoted companies. Small companies are those having a market capitalisation, at time of purchase, equal to or lower than the largest company in the bottom 10% of the main UK equity market or companies in the Numis Smaller Companies Index (excluding Investment Companies). This means an upper limit of £1,428 million market capitalisation at 1 January 2013, although this limit will change due to movements in the stockmarket.
IA Sector:
UK Smaller Companies
Manager name:
Chris Watt
Manager start date:
30 April 2016
Morningstar® Category:
UK Small-Cap Equity
Morningstar Sector:
N/A
Region (geographical):
GBR
Manager Biography:
Chris Watt was appointed Fund Manager of the Jupiter Environmental Income Fund in January 2007. Chris joined Jupiter in 1999 as a Client Services Executive and became an Assistant Fund Manager in 2000. For most of his career at Jupiter, Chris has worked as an Assistant Fund Manager on the UK equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment. Chris is also Deputy Fund Manager of the Jupiter UK Alpha Fund, where he works closely with the key fund managers on the UK equity desk. Chris gained both an MSc Cert in Investment & Finance and a degree in Geography from Aberdeen University.
Top 10 Holdings
Sectors
World regions
Investment style
Active
Unit type
Income
Morningstar analyst rating™
Neutral
Morningstar sustainability rating™
2 of 5
Eligibility
Yes
Share dealing
Yes
SIPP
Yes
ISA
Markets and insights
Get the latest market and company data. Read expert commentary and news.
Shares centre
Research thousands of shares on UK and international stock markets.
Getting started
Our useful guides will help you set up and manage your account online.