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Royal London UK Smaller Companies M Acc

Ranked 30 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Henry Lowson

Henry Lowson joined Royal London Asset Management in September 2016 as a senior fund manager and is lead manager on the RL UK Smaller Companies Fund. Lowson began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead fund manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Lowson graduated from Edinburgh University in 2004 with a MA (Hons) degree in economics and geography.

Objective

The investment objective and policy of the fund is to achieve capital growth by investing primarily in UK Smaller Companies.

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

Performance

UK Smaller Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4% 8.6%
2017 25.5% 5.2% 8.3% 4.9% 5.0%
2016 3.1% -3.0% -8.1% 13.6% 1.6%
2015 16.3% 8.0% 5.3% -1.1% 3.4%
2014 6.1% 2.8% -3.0% 2.1% 4.2%
2013 36.3% 11.0% 1.6% 14.1% 5.9%
2012 27.2% 16.3% -5.0% 10.8% 3.9%
2011 -7.2% 0.7% 3.2% -12.9% 2.6%
2010 28.7% 2.5% -1.8% 12.9% 13.2%
2009 32.7% -6.8% 20.9% 19.1% -1.1%
2008 -33.5% -5.5% 0.3% -15.7% -16.8%
2007 -8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2012
  • Share Class size291Mn
  • Base currencyGBP
  • ISIN GB00B3NQHL55

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.00%

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