Aberforth UK Small Companies Inc
Aberforth UK Small Companies Inc
ISIN:
GB00B2N9GS70
Risk level:
FE fundinfo Rating:
5 of 5
IA Sector:
IA UK Smaller Companies
Income type:
Income
Price:
21,696.0000GBX
03 September 2025
Last change:
icon-up-small 0.43%
1 year change:
icon-down-small -0.42%
5 year annualised return:
13.68%
12 month yield:
3.51%
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 Inc
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IA UK Smaller Companies
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Deutsche 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 September 2025
Investment style:
*None
Region (geographical):
United Kingdom
Manager Biography:
N/A
Benchmark:
Deutsche Numis Smaller Companies Excluding Investment Companies
Sector:
IA UK Smaller Companies
FE fundinfo Rating:
5 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 144,809,804.37 GBX
Chart date: September 3, 2025
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.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with IWeb including ESG (Environmental, Social and Governance).