Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

F&C Global Smaller Cap Equity A Acc USD

Ranked 10 out of 26 in - Global Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Catherine Stanley

Born in 1970, Catherine Stanley attended St Albans High School for Girls before studying Geography at Oriel College Oxford. Following a 10 year stint with Framlington Asset Management, Catherine joined F&C Asset Management in 2000 where she has responsibility for the UK Dynamic and UK Smaller Companies funds. Catherine describes her investment style as being focussed on selecting quality growth stocks and when away from work her recreational interests include the theatre, music and art.

Objective

The Fund aims to deliver long-term capital growth through investment in a global portfolio of shares in small and medium sized companies normally with a maximum stock exchange capitalisation of US$15 billion.

Showing fund performance in Switzerland View performance globally

Performance

Global Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% 4.5%
2017 21.3% 4.4% 1.4% 7.7% 6.5%
2016 6.0% -5.0% -1.1% 7.5% 5.0%
2015 6.3% 1.9% 0.6% -3.7% 7.6%
2014 14.9% 2.2% 2.7% 2.2% 7.1%
2013 5.0% 7.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Vail Resorts Inc ORD 2.94%
USD Cash 2.77%
Alleghany Corp ORD 2.55%
STERIS plc ORD 2.48%
Waste Connections Inc ORD 2.14%
WEX Inc ORD 1.97%
CDW Corp ORD 1.85%
Merlin Properties SOCIMI SA 1.85%
Sirius Real Estate Ltd ORD 1.83%
Dechra Pharmaceuticals PLC ORD 1.82%
31/07/2018

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Malta
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date28/06/2013
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU0947182795

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).