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UK Smaller Companies

Update 9th December 2011: Smaller companies have significantly outperformed larger companies over the last year mostly on the back of favourable valuations and increasing merger and acquisition activity. Over the first quarter of 2011 smaller companies proved more resilient to economic shocks than their mid-cap counterparts.

However, with the ongoing sovereign debt concerns and a full scale banking crisis a possibility these are not favourable conditions for smaller companies as lending conditions could tighten. If you sort the table by ‘One year cumulative value’ and order by ‘Best Performing’ you can glance along the row of top performers to see their performance over various periods. What we are looking for is consistency of performance.
 

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Growth (%)
1 Month 6 Month 1 Year Monthly risk
Fund name Value Rank Value Rank Value Rank Value Rank
Aberdeen UK Smaller Companies TR in GB -2.28 22 -14.51 34 -11.48 46 7.01 15
Aberforth UK Small Companies TR in GB -2.1 19 -18.28 54 -11.59 48 8.54 31
Artemis UK Smaller Companies TR in GB -3.45 48 -9.39 6 2.38 4 7.57 20
Aviva Inv UK Smaller Companies TR in GB -2.39 26 -10.52 11 -4.43 14 6.4 10
AXA Framlington UK Smaller Cos TR in GB -1.98 15 -8.6 4 1.02 7 7.71 22
Baillie Giff British Smaller Companies TR in GB -4.33 51 -14.64 35 -3.6 13 9.71 40
BlackRock UK Smaller Companies TR in GB -3.22 43 -15.74 42 -13.58 52 10.68 45
Cavendish AIM TR in GB -1.61 10 -11.42 16 -9.61 36 6.34 9
Cazenove UK Smaller Companies TR in GB -3.32 44 -16.3 46 2.08 5 7.67 21
CF Amati UK Smaller Companies TR in GB -3.36 45 -11.01 13 -2.94 10 6.49 11
CF Canlife UK Smaller Companies TR in GB -2.79 34 -13.54 30 -8.73 34 13.78 51
CF JM Finn UK Smaller Companies TR in GB -9.24 59 -21.83 57 -23.61 58 0 0
CF Progressive UK Smaller Companies TR in GB -1.67 12 -10.04 7 -7.29 25 0 0
Close Beacon Investment TR in GB -7.35 58 -12.2 20 -2.16 9 0 0
Close Special Situations TR in GB -4.63 54 -11.62 18 -11.86 49 9.32 38
Dimensional UK Small Companies TR in GB -2.33 24 -14.44 33 -11.39 45 11.66 49
Discretionary UT Management Discretionary TR in GB -3.39 46 -16.81 48 -1.27 8 0 0
F&C Institutional UK Smaller Companies TR in GB -2.95 39 -13.3 27 -4.72 18 6.81 13
F&C UK Smaller Companies TR in GB -2.54 28 -12.46 23 -8.69 32 7.76 24
FF&P Small Cap UK Equity TR in GB -5.73 56 -22.61 58 -15.23 54 10.71 46
Fidelity UK Smaller Companies TR in GB -2.8 35 -11.11 14 -6.93 24 7.06 16
Franklin Templeton Franklin UK Smaller Companies TR in GB -6.24 57 -16.09 45 -18.49 56 8.86 33
Halifax Smaller Companies TR in GB -2.1 18 -16.62 47 -11 41 7.09 17
Henderson UK & Irish Smaller Companies TR in GB -2.84 37 -15.34 39 -12.44 50 6.92 14
Henderson UK Smaller Companies TR in GB -1.15 6 -14.78 38 -8.39 31 10.98 48
HSBC UK Smaller Companies TR in GB -2.66 31 -17.11 50 -10.31 39 7.89 26
Ignis Smaller Companies TR in GB -3.02 40 -11.35 15 -13 51 12.4 50
Invesco Perp UK Smaller Companies Equity TR in GB -1.37 7 -12.54 24 -7.86 28 8.44 28
Investec UK Smaller Companies TR in GB -1.85 13 -10.06 8 -3.04 11 7.18 18
JPM UK Smaller Companies TR in GB -2.76 33 -18.55 55 -11.09 43 8.97 34
Jupiter UK Smaller Companies TR in GB -2 16 -13.74 32 -8.72 33 9.3 37
Kames UK Smaller Companies TR in GB -2.83 36 -17.53 52 -14.73 53 9.08 35
L&G UK Smaller Companies TR in GB -0.97 5 -10.23 9 -4.57 16 7.93 27
Lazard UK Smaller Companies TR in GB -1.65 11 -14.7 37 -7.71 27 10.2 43
Liontrust UK Smaller Companies TR in GB 1.38 1 -4.07 1 1.47 6 21.53 53
M&G Smaller Companies TR in GB -1.91 14 -13.4 28 -8.27 30 8.49 30
Marlborough Special Situations TR in GB -4.55 53 -12.44 22 -3.53 12 10.33 44
Marlborough UK Micro Cap Growth TR in GB 0.09 2 -5.4 2 6.22 2 20.95 52
MFM Techinvest Special Situations TR in GB -4.43 52 -15.9 43 -5.06 19 0 0
Newton UK Smaller Companies TR in GB -3.17 42 -19.19 56 -15.46 55 8.48 29
Octopus Investments CF Octopus UK Micro Cap Growth TR in GB -2.62 30 -6.28 3 7.99 1 4.99 1
Old Mutual UK Select Smaller Companies TR in GB -2.13 21 -13.13 26 -10.3 38 9.83 41
PFS Downing Active Management TR in GB -0.54 4 -12.69 25 -8.83 35 5.75 7
Premier Castlefield UK Smaller Companies TR in GB -1.52 8 -15.59 40 -7.3 26 6.62 12
Pru Smaller Companies TR in GB -2.06 17 -12.27 21 -6.76 23 8.75 32
R&M UK Equity Smaller Companies TR in GB -0.54 3 -13.68 31 -9.91 37 7.74 23
Royal London UK Smaller Companies TR in GB -2.75 32 -12.11 19 -6.7 22 7.44 19
S&W Wood Street Microcap Investment TR in GB -2.43 27 -9.26 5 5.42 3 0 0
Schroder UK Smaller Companies TR in GB -3.43 47 -13.52 29 -7.98 29 5.56 6
Schroder UK Smaller Cos TR in GB -2.56 29 -14.65 36 -4.44 15 5.45 5
Scot Wid HIFML Smaller Companies TR in GB -2.13 20 -16.85 49 -11.49 47 5.24 4
Scot Wid HIFML UK Smaller Companies Alpha TR in GB -4.19 50 -17.15 51 -11.3 44 5.06 2
Scot Wid UK Smaller Companies TR in GB -2.34 25 -10.88 12 -6.51 21 10.85 47
SF t1ps Smaller Companies Growth TR in GB -3.88 49 -33.44 59 -32.32 59 6.17 8
Stan Life Inv UK Smaller Companies TR in GB -2.92 38 -17.66 53 -11.06 42 7.81 25
SWIP UK Smaller Companies TR in GB -2.29 23 -10.27 10 -5.41 20 10.16 42
Threadneedle UK Smaller Companies TR in GB -3.07 41 -11.6 17 -10.47 40 9.7 39
UBS UK Smaller Companies TR in GB -1.55 9 -16.02 44 -19.26 57 9.09 36
Unicorn UK Smaller Companies TR in GB -5.08 55 -15.65 41 -4.66 17 5.12 3

 




Dennehy Weller & Co Ltd, 3 High Street, Chislehurst, Kent, BR7 5AB. Tel: 020 8467 1666. Authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 114360. Registered in England & Wales, No. 1476316. Registered Office: 303 High Street, Orpington, Kent, BR6 0NN. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at investors based in the UK.