020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

F&C UK SMALLER COMPANIES 1 - Fund overview

No Bestinvest rating
Find rated uk smaller companies funds


Overview of F&C UK SMALLER COMPANIES 1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. F&C UK SMALLER COMPANIES 1 does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Find out how to invest

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  February, 1988
Size  £76m
Yield 0.4%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 372.10p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.72%
Reduction in yield (10yr) 1.72%

Bestinvest says


No information available.

Portfolio

f&c uk smaller companies 1 asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 5%
f&c uk smaller companies 1 equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
f&c uk smaller companies 1 equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 10%
Small Caps 90%

View all performance data for F&C UK SMALLER COMPANIES 1

Investment process


The fund's objective is to provide medium to long term capital growth through investments primarily in UK smaller companies. A proportion of the assets may comprise convertible stocks and other permitted investment vehicles which are linked to UK smaller companies.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2