Unicorn UK Smaller Companies

Ranked 14 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Simon Moon

Simon Moon joined Unicorn Asset Management in 2008. Since 2013 he has been the manager of the Unicorn UK Smaller Companies Fund and co-manager of the Unicorn UK Income Fund & Acorn Investment Fund. He is an active member of the Investment committee and has been since 2008. Prior to joining Unicorn Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

Objective

The UK Smaller Companies fund aims to achieve long-term capital growth by investing predominantly in shares in smaller UK companies where a smaller company is defined as a constituent of the Numis Smaller Companies Index. The Fund invests for the long term and may not be appropriate for investors who plan to withdraw their money within 5 years.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.3%
2018 -15.6% -5.2% 5.0% -2.8% -12.8%
2017 25.5% 4.5% 9.3% 3.3% 6.4%
2016 10.0% -1.7% -9.7% 16.5% 6.3%
2015 14.3% 1.4% 11.1% 0.8% 0.6%
2014 -2.0% 3.6% -1.3% -3.1% -1.1%
2013 57.1% 13.8% 7.6% 14.1% 12.4%
2012 19.9% 10.0% -3.7% 6.0% 6.8%
2011 -4.9% 8.6% 5.5% -11.2% -6.5%
2010 37.5% 7.5% 0.7% 17.7% 8.0%
2009 42.9% -3.3% 18.1% 16.0% 7.8%
2008 -36.0% -7.9% -1.9% -14.9% -16.8%
2007 -12.0% 3.4% 0.7% -4.3% -11.7%
2006 29.2% 16.0% 0.4% 0.7% 10.2%
2005 9.3% 4.0% -3.6% 8.3% 0.7%
2004 -2.3% 1.0% -2.3% -4.6% 3.8%
2003 41.1% -15.1% 26.1% 18.2% 11.5%
2002 20.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/07/2002
  • Share Class size47Mn
  • Base currencyGBP
  • ISIN GB0031785065

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment2,500

Charges

  • Annual management1.25%
  • Initial investment5.50%

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