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Old Mutual UK Smaller Companies Focus GBP R Inc

Ranked 1 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Nick Williamson


Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector.

Showing fund performance globally. You can view performance in individual jurisdictions.


UK Smaller Companies over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 50.7% 16.8% 12.7% 10.5% 3.5%
2016 23.7% -0.9% -5.0% 19.9% 9.6%
2015 22.2% 4.6% 7.5% 2.8% 5.8%
2014 0.4% 7.4% -8.5% 1.7% 0.5%
2013 2.5% 12.5% 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Singapore
  4. Spain
  5. Sweden
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date28/02/2013
  • Share Class size180Mn
  • Base currencyGBP
  • ISIN IE00BLP58G83

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0


  • Annual management0.75%
  • Initial investment0.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).