Aberforth Smaller Companies Trust Plc

Name
Aberforth Smaller Companies Trust Plc
Manager
Aberforth Partners LLP
Type
Closed Ended Investment Company
ISIN
GB0000066554
Sector
UK Smaller Companies
Launched
10/12/1990
OCF
0.79 %
Risk Rating
3
3 Year Sharpe
0.84
3 Year Alpha
3.71
Yield
2.9 %
Benchmark
Numis SC Ex Invt Com TR GBP
Fund Size
£ 1.06 billion
NAV
1,354
Gearing
101
Discount Premium
-13
The investment objective is to achieve a NAV total return (with dividends reinvested) greater than on the Numis Smaller Companies Index (excluding Investment Companies) over the long term, by investing in over 80 small UK quoted companies.
Holding %
Urban&Civic PLC 3.71 %
FirstGroup PLC 3.34 %
Future PLC 3.21 %
Brewin Dolphin Holdings PLC 2.81 %
Grainger PLC 2.75 %
Mitchells & Butlers PLC 2.65 %
Ultra Electronics Holdings PLC 2.63 %
Vitec Group (The) PLC 2.55 %
Robert Walters PLC 2.42 %
Wincanton PLC 2.38 %
Region %
United Kingdom 98.80 %
Sector %
Industrials 29.75 %
Consumer Cyclical 25.78 %
Technology 10.34 %
Real Estate 10.12 %
Financial Services 8.12 %
Basic materials 6.86 %
Name
Aberforth Partners LLP
Address
EH3 7NS, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Chris Watt
Joined 04/01/2016

Chris Watt was appointed Fund Manager of the Jupiter Environmental Income Fund in January 2007. Chris joined Jupiter in 1999 as a Client Services Executive and became an Assistant Fund Manager in 2000. For most of his career at Jupiter, Chris has worked as an Assistant Fund Manager on the UK equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment. Chris is also Deputy Fund Manager of the Jupiter UK Alpha Fund, where he works closely with the key fund managers on the UK equity desk. Chris gained both an MSc Cert in Investment & Finance and a degree in Geography from Aberdeen University.

Peter Shaw
Joined 04/01/2016

Peter joined AEGON Asset Management in July 2000 from Scott Oswald (now Tenon Group Plc) where he trained and qualified as a Chartered Accountant before becoming a portfolio manager, specialising working with smaller companies. Peter graduated from Edinburgh University in 1996 with a Bcom joint honours degree in Business Studies and Accountancy, qualified as a CA in 1999 and is an Affiliate of the Securities Institute.

Keith Muir
Joined 03/03/2011
Euan Macdonald
Joined 05/14/2001
Richard Newbery
Joined 12/10/1990

Fields of expertise: Beverages; Electronic & Electrical Equipment; Food & Drug Retailers; Food Producers & Processors; Household Goods & Textiles; Information Technology Hardware; Personal Care & Household Products; General Retailers; Telecommunications Services.

Alistair Whyte
Joined 12/10/1990

Fields of expertise: Aerospace & Defence; Diversified Industrials; Engineering & Machinery; Media & Photography; Mining; Oil & Gas; Pharmaceuticals; Steel & Other Metals.

Data provided by Morningstar.

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