In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in UK equities of companies which form the smallest 15% by market capitalisation.
The universe of eligible UK equities is constructed by the monitoring company and comprises all relevant securities available from their database from which a market capitalisation cut-off is derived each month.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Smaller-Cap, Flexible | ||||
| Artemis UK Smaller Companies | 5 | A UK smaller companies fund, run by experienced managers. They employ a long-term approach, preferring companies that have strong balance sheets and predictable and growing cash flows. Within its sector, the fund features in our ‘Smaller-Cap, Flexible’ category. | ||
| FTF ClearBridge UK Smaller Companies | 5 | A UK smaller companies fund that is thoughtfully constructed in order to provide balanced and diversified exposure to the asset class. The managers focus upon higher quality companies with strong balance sheets and are willing to invest in the lower end of the small-cap market. Within its sector, the fund features in our 'Smaller-Cap, Flexible' category. | ||
| Schroder UK Smaller Companies | 5 | A long-standing UK smaller companies fund managed by an experienced practitioner. The team employs a long-term approach, preferring companies with strong balance sheets and the ability to grow organically with a view to becoming the mid and large caps of the future. Within its sector, the fund features in our 'Smaller-Cap, Flexible' category. | ||
| Smaller-Cap, Growth | ||||
| abrdn UK Smaller Companies | 6 | A long-established UK smaller companies fund where the managers seek smaller companies that have the potential to grow into the large caps of the future. As the bias is to more established businesses, the fund is invested towards the larger end of the smaller company universe. Within its sector, the fund features in our 'Smaller-Cap, Growth' category. | ||
| Liontrust UK Smaller Companies | 5 | A UK smaller companies fund whereby the managers use a well-established and distinctive process to identify businesses that have durable competitive advantages. The 'Economic Advantage' approach focuses upon intangible strengths that are difficult to replicate and support structural growth. Within its sector, the fund features in our 'Smaller-Cap, Growth' category. | ||
| Micro-Cap, Growth | ||||
| Liontrust UK Micro Cap | 5 | A UK micro-cap fund whereby the managers use a well-established and distinctive process to identify businesses that have durable competitive advantages. The ‘Economic Advantage’ approach focuses upon intangible strengths that are difficult to replicate and support structural growth. Within its sector, the fund features in our ‘Micro-Cap, Growth’ category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
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