Our UK Smaller Companies Fund invests in UK companies with market cap £250 million - £2 billion with a concentrated portfolio of 35/40 holdings. There may be some international equity within the Fund where the UK market lacks exposure.
Latest Fund FactsheetFund exploits valuation opportunities within the smaller companies universe
Recognising liquidity issues within the sector, the fund invests in high quality businesses with a minimum market cap of £250 million
The nature of the fund necessitates a high volume of research and attention to detail
The manager operates the fund with a modest number of stocks
Financial Advisers, wealth managers and other professionals will find our funds listed on a wide range of retail platforms and they also appear on the main fund trading exchanges. A full list of the platforms we support is available using the link below.
We also have arrangements in place for individuals who want to invest directly without either our wealth planning or portfolio management services. For more information including full instructions, please use the link below.
Intermediary Sales
Intermediary Sales
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