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M&G Smaller Companies

Ranked 23 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Garfield Kiff

Garfield Kiff graduated from the University of Liverpool with a first class honours degree in economics. He started out as a management consultant with PriceWaterhouseCoopers’ real estate group before joining M&G's smaller companies team in February 2000 as an analyst. He is now the fund manager of the M&G UK Growth and UK Select funds.

Objective

The Fund invests in smaller companies, where good management can have most impact on earnings. Investment in such shares can offer prospects of above average capital growth. Income is not a major factor and the yield can be expected to be less than that of the FTSE All-Share Index.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK Smaller Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 9.1% 4.5%
2016 3.2% -0.3% -11.9% 13.1% 3.8%
2015 16.4% 2.7% 9.3% 0.5% 3.2%
2014 -8.9% -1.6% -5.8% -2.3% 0.6%
2013 38.6% 13.8% 1.4% 7.6% 11.7%
2012 27.0% 20.8% -8.0% 8.0% 5.8%
2011 -10.5% 3.4% 1.0% -17.0% 3.3%
2010 30.2% 4.6% -5.6% 17.6% 12.1%
2009 56.0% -1.2% 25.5% 21.6% 3.4%
2008 -41.3% -4.1% -0.5% -18.2% -24.9%
2007 -0.8% 7.9% 2.0% -4.4% -5.7%
2006 26.2% 13.1% -3.7% 5.5% 9.9%
2005 30.4% 6.7% 4.0% 9.0% 7.8%
2004 29.4% 9.4% 3.0% 0.9% 13.8%
2003 35.2% -8.0% 25.0% 11.1% 5.8%
2002 -25.9% -2.9% -9.1% -21.0% 6.3%
2001 -30.4% -19.8% 0.7% -29.7% 22.7%
2000 -6.5% 10.7% -13.2% 15.1% -15.4%
1999 94.3% 14.1% 13.0% 5.8% 42.5%
1998 -4.8% 15.7% 1.5% -23.0% 5.4%
1997 5.2% 1.9% -7.3% 8.0% 3.1%
1996 2.2% 6.8% 2.5% -4.6% -2.0%
1995 -3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Northern Trust Global - The Sterling E 3.99
Synthomer PLC ORD 2.73
Arrow Global Group PLC ORD 2.54
Ascential PLC ORD 2.50
Countryside Properties PLC ORD 2.33
On The Beach Group PLC ORD 2.19
Tyman PLC ORD 2.15
Forterra PLC ORD 2.00
FDM Group (Holdings) PLC ORD 1.99
iomart group PLC ORD 1.99
31/07/2017

Registered For Sale In

  1. Singapore
  2. United Kingdom

Fund Info

  • Launch date27/09/1967
  • Share Class size452Mn
  • Base currencyGBP
  • ISIN GB0031289324

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment4

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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).