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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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FE Crown Fund Rating

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Volatility is a measure of risk which shows how the returns of a fund fluctuate relative to its average returns. The more returns fluctuate, the more likely you are to buy or sell during a peak or trough, so more volatile funds tend to be considered a riskier bet.

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Sharpe Ratio

Sharpe Ratio

Sharpe Ratio is a measure which shows how much a fund has returned over and above the returns available from a risk free investment, ultimately showing you how much a fund has returned ‘per unit of risk’ taken.

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Maximum Loss

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Additional information

Fund size   £

Launch date     

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Fund performance league table: 18 funds

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18 funds
Rank ChartFund Group Focus Price Prem/Disc NAV Yield FE Risk Score What is FE Risk Score?1y 3y 5y 1y 3y 5y  
   UK SMALLER COMPANIES PERFORMANCE       24.429.2118.9    
1[+]Aberforth Geared Income Trust Plc Ord 1PAberforth Partners223.75-6.8238.914.16
2[+]Aberforth Smaller Companies Trust plc OrdAberforth Partners1,185.00-13.21,361.832.32
3[+]Athelney Trust PLC Ord 25pAthelney Trust plc245.50-2.0250.403.22
4[+]BlackRock Smaller Companies ITBlackRock Investment Management (UK) Ltd1,056.00-15.31,247.621.76
5[+]BlackRock Throgmorton Trust PLCBlackRock Investment Management (UK) Ltd384.00-15.5454.381.98
6[+]Chelverton Growth Trust plcChelverton Asset Mgmt Ltd82.508.675.980.00
7[+]Dunedin Smaller Companies Investment Trust PLC Ord 5pAberdeen Fund Managers Ltd228.00-13.8262.942.70
8[+]Gresham House Strategic Plc 50PGresham House Asset Management822.50-25.51,103.300.00
9[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd729.00-11.7823.302.19
10[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management451.00-3.3466.353.19
11[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK860.00-18.71,056.152.10
12[+]Miton UK MicroCap Trust PLC OrdMiton Trust Managers Limited61.630.661.380.23
13[+]Montanaro UK Smaller Companies IT PLCMontanaro Asset Management Ltd522.25-15.7619.481.92
14[+]Rights & Issues Investment Trust IncDiscretionary Unit Fd Mgrs Ltd1,835.001.94
15[+]River And Mercantile UK Micro CapRiver & Mercantile Asset Mgmt151.631.3150.420.00
16[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments395.00-5.1417.341.68
17[+]Strategic Equity Capital plcGVQ Investment Management200.00-14.6233.760.39
18[+]SVM UK EmergingSVM Asset Management64.00-26.186.580.00
   UK SMALLER COMPANIES PERFORMANCE       24.429.2118.9    

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) fair value cum income NAV figures (in accordance with AIC guidelines) and with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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