Investec UK Smaller Companies I GBP Inc

Name
Investec UK Smaller Companies I GBP Inc
Manager
Investec Fund Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00B00LDP80
Sector
UK Smaller Companies
Launched
01/04/2004
OCF
0.83 %
Risk Rating
4
3 Year Sharpe
0.76
3 Year Alpha
5.62
Yield
1.5 %
Benchmark
Numis SC Plus AIM Ex Invt Com TR GBP
The Fund aims to achieve long term capital growth primarily through investment in equities issued by UK smaller companies and in derivatives the underlying assets of which are equities issued by UK smaller companies.
Holding %
Clinigen Group PLC 3.95 %
PayPoint PLC 3.49 %
Diversified Gas & Oil PLC 3.34 %
Boku Inc Ordinary Shares 2.90 %
Coats Group PLC 2.89 %
Hollywood Bowl Group PLC 2.89 %
Entertainment One Ltd 2.81 %
AJ Bell PLC 2.61 %
Oxford Instruments PLC 2.42 %
Tarsus Group PLC 2.32 %
Region %
United Kingdom 91.03 %
United States 7.61 %
Sector %
Technology 28.66 %
Consumer Cyclical 24.46 %
Industrials 12.21 %
Financial Services 10.81 %
Healthcare 8.90 %
Consumer Defensive 6.01 %
Name
Investec Fund Managers Ltd
Address
EC2V 5HA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Matthew Evans
Joined 11/01/2017

Matt is a portfolio manager at Investec Asset Management, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office. Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps.

Data provided by Morningstar.

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