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North American Smaller Companies

Update 9th December: If you sort the table by ‘One year cumulative value’ and order by ‘Best Performing’ you can glance along the row to see performance over various periods. What we are looking for is consistency of performance.

A very small sector, and we sense that the smaller sized funds (such as from Scottish Widows) have risen to the top by default. We need more input from the market leaders, Schroders and Threadneedle.

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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 3.21 2 0.71 1 2.18 1 15.8 6
FF&P US Small Cap Equity TR in GB 3.24 1 -4.44 4 -10.36 7 16.86 7
JPM US Smaller Companies TR in GB 1.37 6 -4.75 5 -6.26 4 14.78 5
Legg Mason US Smaller Companies TR in GB 0.71 7 -6.91 7 -8.26 5 13.72 4
Schroder US Smaller Companies TR in GB 3.14 3 -3.12 3 -5.36 3 12.67 3
Scot Wid American Smaller Companies TR in GB 2.13 4 -1.37 2 -5.08 2 12.56 2
Threadneedle American Smaller Companies TR in GB 1.5 5 -6.66 6 -9.3 6 12.03 1

 




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.