fund
ABRDN UK SMALLER COMPANIES R
Invests in FTSE 250 and small caps with a bias to quality growth companies.
PRICE (INC)
61.64p
PRICE (ACC)
689.7p
INITIAL CHARGE
4%
0%
ANNUAL MANAGEMENT CHARGE
1.35%
ONGOING CHARGE
1.35%
YIELD
2.5%
1 YEAR
-9.84%Prices as at 28 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there.
Fund summary
| Sector | UK Smaller Companies |
|---|---|
| Structure | OEIC |
| Launched | January 1997 |
| Size | £1,033m |
| Yield | 2.5% |
| Dividends paid | 30 Apr |
Charges
| Standard Initial Charge | 4% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.35% |
| Ongoing Charges Figure | 1.35% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning