Merian UK Smaller Companies Fund P GBP Acc

Name
Merian UK Smaller Companies Fund P GBP Acc
Manager
Merian Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB00B1XG8B83
Sector
UK Smaller Companies
Launched
30/06/2008
OCF
1.4 %
Risk Rating
4
3 Year Sharpe
0.85
3 Year Alpha
6.27
Yield
0.4 %
Benchmark
Numis SC Ex Invt Com TR GBP
To achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies.
Holding %
Boohoo Group PLC 3.93 %
Ascential PLC 3.41 %
Clinigen Group PLC 2.82 %
Charter Court Financial Services Group PLC 2.16 %
Onesavings Bank PLC 2.14 %
Workspace Group PLC 2.08 %
The Hut Group 2.08 %
United Kingdom of Great Britain and Northern Ireland 0% 2.05 %
Gamma Communications PLC 2.01 %
Johnson Service Group PLC 2.01 %
Region %
United Kingdom 98.00 %
Sector %
Industrials 20.18 %
Consumer Cyclical 17.60 %
Financial Services 16.68 %
Technology 12.95 %
Real Estate 10.54 %
Basic materials 6.55 %
Consumer Defensive 5.08 %
Name
Merian Investment Management Limited
Address
EC4P 4GG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Daniel Nickols
Joined 01/31/2004

Dan joined Merian in 2001 and leads the UK small- and mid-cap team. Dan's involvement with smaller companies began in specialist sales at Albert E Sharp from September 1995. He switched from the sell side to the buy side in May 1997, working on the Albert E Sharp Smaller Companies Fund. After graduating from the University of Cambridge in 1992 with a degree in modern and medieval languages, he joined Deloitte & Touche, before moving to the European equities division of Morgan Stanley in June 1994. He is IIMR qualified.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.