Legal & General UK Smaller Companies Trust R Class Distribution

Category UK Small-Cap Equity


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Last buy/sell price

874.10p

arrow-up4.60p (+0.53%)

Fund Code

B032C06

GB00B032C061

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The objective of the Fund is to provide growth above that of the Numis Smaller Companies ex-Investment Companies Index TR, the “Benchmark Index”. The Fund aims to outperform the Benchmark Index over rolling three year periods after the deduction of all fees and expenses. The Fund is actively managed and invests at least 70% in the shares of UK companies that are in the lowest 10% by capitalisation of UK stock markets. These companies are incorporated, headquartered or which have their principal business activities in the UK, or companies that are listed in the UK and constituents of the Benchmark Index.

Fund statusOpen
Fund typeUnit Trust
Fund managerRobert White, Camilla Ayling
889.6
737.4
Fund comparative indexDeutsche Numis SC Ex Invt Com TR GBP
UK Smaller Companies
-
1.49
0.08
-
UK Small-Cap Equity
No
Fund providerLegal & General (Unit Trust Managers) Ltd
Share class launch date09 Sep 1985
£170.45m
-
-
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.