Quick Stats

Bid Price - Offer Price -
Mid Price GBX 229.10 Day Change GBX +0.60 (0.26%)
Price Date 18 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 1.07 %
Total Expense Ratio 0.00 Fund Size 263,908,884.42
Launch Date 05/11/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.70 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B3NQHL55 Min TopUp (£) 1,000.00

Fund Objective

The Fund aims to achieve capital growth by investing in a diversified portfolio of UK listed smaller companies. The manager invests in companies that he believes can grow their profits and cash sustainably and faster than the market, and can ultimately become large companies. This stock picking strategy is focused on finding companies where not all the good news is reflected in the share price and the stock valuation is therefore attractive in both absolute as well as relative terms.

Fund Managers

Henry Lowson
Henry joined Royal London Asset Management in September 2016 as a Senior Fund Manager and is lead manager on the RL UK Smaller Companies Fund. Henry began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead Fund Manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Henry graduated from Edinburgh University in 2004 with a MA (Hons) degree in Economics and Geography.