SECTOR PROFILE
Performance of funds vs sector and index
Name |
1yr (%) |
3yr (%) |
5yr (%) |
10yr (%) |
Liontrust UK Smaller Companies |
-20.0 |
21.0 |
46.5 |
280.3 |
TB Amati UK Smaller Companies |
-23.2 |
11.3 |
41.8 |
226.2 |
TM Tellworth UK Smaller Companies |
-21.1 |
15.9 |
N / A |
N / A |
IA UK Smaller Companies |
-24.1 |
10.1 |
21.2 |
158.6 |
Numis Smaller Companies ( ex ITs ) |
-19.9 |
4.4 |
6.4 |
121.9 |
Source : FE Analytics
walk , talk and feed themselves – they ’ re like toddlers , aged three ,” he says . “ We ’ re owning them from that age until they become annoying teenagers , aged 14 , where we get rid of them because that is the period of maximum growth .” While the last five years have proved a tough time to be invested in the UK , Marriage notes that IA UK Smaller Companies funds have returned double the gains of their IA UK All Companies peers over this time . “ In tough times they ’ ve outperformed ,” he says . “ We know it ’ s a riskier asset and a bit less liquid , but we fundamentally believe that long-term outperformance means they ’ ve got a place in every portfolio .”
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