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Aberforth UK Small Companies Acc (0P00000CCH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Aberforth UK Small Companies Acc

14 Melville Street

+44 131 2200733
Management information
Peter Robert Shaw,Lead manager since 1 April 2016
Peter Shaw - CA, BCom (Hons) Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Beverages; Electricity; Gas, Water and Multi-utilities; Industrial Support Services; Industrial Transportation; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; Telecommunications Equipment; and Waste and Disposal Services.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyAberforth Unit Trust Managers Ltd
Net assets733.02M
YTD return7.44%
Yield3.49%
Morningstar rating★★★
Inception date1 Jan 2008

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover23.00%
Average for categoryN/A

Fees and expenses

Expense0P00000CCH.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A