Quick Stats

Bid Price - Offer Price -
Mid Price GBX 55.33 Day Change GBX +0.03 (0.05%)
Price Date 19 Oct 2018 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.01 Fund Size 164,057,396.76
Launch Date 01/10/1990 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector UK Smaller Companies
Min Investment (£) 0.00 Total Expense Ratio (%) 1.01
ISIN GB00B29M6B38 Min TopUp (£) 0.00

Fund Objective

To achieve long term capital growth through investing mainly in smaller companies, principally in the U.K. The Halifax Smaller Companies Life and Pension funds invest directly into the Halifax Smaller Companies OEIC.

Fund Managers

Ben Ritchie
Ben Ritchie is a senior investment manager on the UK and European equities team and alongside a generalist role acts as deputy investment manager on the property share fund. Ben joined Aberdeen in 2002 as a graduate having interned with Aberdeen in 2000 and 2001. Ben graduated with a BA (Hons) in Modern History and Politics from Pembroke College, University of Oxford and is a CFA charterholder.
Pan European Equity Team