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Funds Centre

Performances as at: 20/06/2008

Data provided by:

Morningstar

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Wealth 150 Funds

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Smllr Companies Europe ex UK GIF Sector

Smllr Companies Europe ex UK GIF Sector
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
Aberdeen Euro Sm Cos A Acc 3 stars Not rated 1.5 -14.71 3 56.15 3 Performance Details for Aberdeen Euro Sm Cos A Acc
AXA Rosenberg EurExUK SCap A 3 stars Not rated 0.8 -13.63 2 56.89 2 Performance Details for AXA Rosenberg EurExUK SCap A
Baillie Gifford EuroSm A Acc 2 stars Not rated 1.5 -15.5 4 47.36 4 Performance Details for Baillie Gifford EuroSm A Acc
Gartmore SICAV Cont Euro SC A1 3 stars Not rated 1.5 -12.24 2 54.66 3 Performance Details for Gartmore SICAV Cont Euro SC A1
Invesco Cont European SmCap Eq A 2 stars Not rated 2 -12.39 2 57.95 2 Performance Details for Invesco Cont European SmCap Eq A
IP European Small Cos Acc 3 stars Not rated 1.5 -13.91 3 65.5 2 Performance Details for IP European Small Cos Acc
JPM European Smaller Cos A Acc 4 stars Not rated 1.5 -12.09 1 68.13 1 Performance Details for JPM European Smaller Cos A Acc
Resolution European Sm Co A Acc Not rated Not rated 1.5         Performance Details for Resolution European Sm Co A Acc
Schroder European Sm Cos Inc 3 stars Not rated 1.5 -15.03 3 48.04 4 Performance Details for Schroder European Sm Cos Inc
Schroder Inst Europ Sm Cos I Inc 4 stars Not rated 0.5 -17.34 4 48.23 3 Performance Details for Schroder Inst Europ Sm Cos I Inc
Threadneedle Eur Sm Cos 1 5 stars Not rated 1.5 -8.18 1 72.94 1 Performance Details for Threadneedle Eur Sm Cos 1

Notes about the table

1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).

2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.

3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.