abrdn UK Smaller Companies Growth Trust plc (AUSC)

Category UK Small-Cap Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

500.00p

Buy

502.00p

arrow-up2.00p (+0.40%)

Discount/Premium

-10.91%

Estimated NAV

561.96p

Prices updated at 17 May 2024, 16:35 BST
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Prices in GBX
Investment objective
To achieve its investment objective by investing in a diversified portfolio consisting mainly of UK-quoted smaller companies. The portfolio will normally comprise between 50-60 holdings representing the Investment Manager's highest conviction investment ideas. In order to reduce risk in the Company without compromising flexibility, no holding within the portfolio should exceed 5% of total assets at the time of acquisition.
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Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 18 May 2024, 07:05

Trailing returns (%) as of 18 May 2024, 07:05

Annual performance (%)

Year
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This fundPeer group index
31 Mar 13 - 31 Mar 1429.0636.82
31 Mar 14 - 31 Mar 15-10.56-2.88
31 Mar 15 - 31 Mar 1618.8610.59
31 Mar 16 - 31 Mar 1718.4722.94
31 Mar 17 - 31 Mar 1828.3315.04
31 Mar 18 - 31 Mar 19-7.80-3.00
31 Mar 19 - 31 Mar 20-1.08-21.73
31 Mar 20 - 31 Mar 2138.9464.58
31 Mar 21 - 31 Mar 221.013.32
31 Mar 22 - 31 Mar 23-26.98-10.82
31 Mar 23 - 31 Mar 248.252.98

Primary benchmark: Deutsche Numis SC Pl AIM ExIvt Cm TR GBP

Peer group index: Morningstar IT UK Smaller Companies

Trailing returns (%)

Year
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This fundPeer group index
1 Day0.300.04
1 Month11.387.09
3 Months14.628.31
6 Months23.7815.49
1 Year17.549.26
3 Years annualised-6.43-1.77
5 Years annualised1.904.77

Primary benchmark: Deutsche Numis SC Pl AIM ExIvt Cm TR GBP

Peer group index: Morningstar IT UK Smaller Companies

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.