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North American Smaller Companies

Update 1st December 2009:   It’s been many years since we’ve bought US funds (not this century!) and we can’t see why to change that any time soon.  Valuations are better elsewhere, and growth prospects are far superior in Asia.  Nonetheless if the sector was going to enjoy more of a recovery than just the last 6 months or so, Legg Mason is your choice

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Growth (%)
1 Month 6 Month 1 Year Monthly risk
Fund name Value Rank Value Rank Value Rank Value Rank
F&C US Smaller Companies TR in GB 12.54 6 24.51 823 35.07 378 14.94 1706
FF&P US Small Cap Equity TR in GB 14.59 2 29.69 259 24.28 945 0 0
JPM US Smaller Companies TR in GB 13.44 3 29.53 265 35.03 381 13.2 1648
Legg Mason US Smaller Companies TR in GB 9.54 30 27.68 417 35.25 374 12.4 1583
Schroder US Smaller Companies TR in GB 12.77 5 27.47 443 30.04 589 10.58 1197
Scot Wid American Smaller Companies TR in GB 10.46 15 24.23 865 15.92 1556 11.11 1353
SWIP North American Smaller Companies TR in GB 10.53 14 23.66 924 16.25 1537 11.54 1447
Threadneedle American Smaller Companies TR in GB 11.38 10 29.62 263 44.65 223 11.37 1411

 




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.