020 7189 9999

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

Bestinvest
Fund search

ROYAL LONDON UK SMALLER COMPANIES - Fund overview

No Bestinvest rating
Find rated uk smaller companies funds


Overview of ROYAL LONDON UK SMALLER COMPANIES

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

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  July, 2007
Size  £79m
Yield 0.8%
Charging basis  –
Dividends paid  Acc units only.
Bid price 96.02p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.40%
Total expense ratio 1.43%
Reduction in yield (10yr) 1.53%

Bestinvest says


No information available.

Portfolio

royal london uk smaller companies asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
royal london uk smaller companies equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
royal london uk smaller companies equity capitalisation illustration
Allocation Proportion
Large Caps –
Mid Caps –
Small Caps 100%

View all performance data for ROYAL LONDON UK SMALLER COMPANIES

Investment process


Fund invested primarily in companies outside the FTSE 350, which are expected to deliver strong growth. The Fund may hold transferable securities, units in collective investment schemes, Exchange Traded Funds, deposits, cash, derivatives and forwards contracts.

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