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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in UK equities of companies which form the smallest 15% by market capitalisation.
The universe of eligible UK equities is constructed by the monitoring company and comprises all relevant securities available from their database from which a market capitalisation cut-off is derived each month.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Smaller-Cap, Flexible | ||||
| FTF Martin Currie UK Smaller Companies | 6 | A UK smaller companies fund that is thoughtfully constructed in order to provide balanced and diversified exposure to the asset class. The managers focus upon higher quality companies with strong balance sheets and are willing to invest in the lower end of the small-cap market. Within its sector, the fund features in our 'Smaller-Cap, Flexible' category. | ||
| Schroder UK Smaller Companies | 6 | A long-standing UK smaller companies fund managed by an experienced practitioner. The team employs a long-term approach, preferring companies with strong balance sheets and the ability to grow organically with a view to becoming the mid and large caps of the future. Within its sector, the fund features in our 'Smaller-Cap, Flexible' category. | ||
| Smaller-Cap, Growth | ||||
| abrdn UK Smaller Companies | 6 | A long-established UK smaller companies fund where the managers seek smaller companies that have the potential to grow into the large caps of the future. As the bias is to more established businesses, the fund is invested towards the larger end of the smaller company universe. Within its sector, the fund features in our 'Smaller-Cap, Growth' category. | ||
| Liontrust UK Smaller Companies | 6 | A UK smaller companies fund whereby the managers use a well-established and distinctive process to identify businesses that have durable competitive advantages. The 'Economic Advantage' approach focuses upon intangible strengths that are difficult to replicate and support structural growth. Within its sector, the fund features in our 'Smaller-Cap, Growth' category. | ||
| Micro-Cap, Growth | ||||
| Liontrust UK Micro Cap | 5 | A UK micro-cap fund whereby the managers use a well-established and distinctive process to identify businesses that have durable competitive advantages. The ‘Economic Advantage’ approach focuses upon intangible strengths that are difficult to replicate and support structural growth. Within its sector, the fund features in our ‘Micro-Cap, Growth’ category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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