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Funds Centre

Performances as at: 20/06/2008

Data provided by:

Morningstar

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Smaller Companies

Performance1
Fund Name Morningstar Rating2 Fund Rating3 Buy Fund4 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
Aberdeen Gl-Emg Mkt Sm Co A2 Acc Not rated Not rated   1.75 -2.87 2     Performance Details for Aberdeen Gl-Emg Mkt Sm Co A2 Acc
Aberdeen UK Emerg Cos A Acc 2 stars Not rated   1.5 -29.05 4 6.85 4 Performance Details for Aberdeen UK Emerg Cos A Acc
Aberforth UK Small Companies 4 stars Not rated Buy Aberforth UK Small Companies 0.8 -23.9 4 19.48 3 Performance Details for Aberforth UK Small Companies
ABN AMRO SC Europe Eqty A EUR 1 stars Not rated   1.75 -20.65 4 29.54 4 Performance Details for ABN AMRO SC Europe Eqty A EUR
AEGON UK Smaller Companies A Acc Not rated Not rated   1.5 -11.77 1     Performance Details for AEGON UK Smaller Companies A Acc
AIG Europe Small Companies Y 4 stars Not rated   1 -13.22 2 52.99 2 Performance Details for AIG Europe Small Companies Y
AIG Japan Small Co's Plus Y Not rated Not rated   1 -9.09 1     Performance Details for AIG Japan Small Co's Plus Y
AIG Japan Small Companies Y 5 stars Not rated   1 -7.54 1 -10.46 1 Performance Details for AIG Japan Small Companies Y
AIG Southeast Asia Small Cos Y 2 stars Not rated   1 -25.05 4 38.87 3 Performance Details for AIG Southeast Asia Small Cos Y
Allianz RCM Japan Smaller Comp 4 stars Not rated   2.25 -17.29 3 -6.48 1 Performance Details for Allianz RCM Japan Smaller Comp
Amex Epic US Mid&Sm Cap-AU USD 2 stars Not rated   1.25 -9.55 2 9.65 3 Performance Details for Amex Epic US Mid&Sm Cap-AU USD
Artemis UK Smaller Cos 4 stars Not rated Buy Artemis UK Smaller Cos 1.5 -10.42 1 37.32 2 Performance Details for Artemis UK Smaller Cos
Atlantis Asian Opportunities 1 stars Not rated   1.5 -13.36 3 39.47 2 Performance Details for Atlantis Asian Opportunities
AXA Framlington Japan Sm Comp Not rated Not rated   1.5 -22.72 4     Performance Details for AXA Framlington Japan Sm Comp
AXA Framlington UK Sm Cos Inc 3 stars Not rated   1.5 -25.93 4 9.27 4 Performance Details for AXA Framlington UK Sm Cos Inc
AXA Rosenberg EurExUK SCap A 3 stars Not rated   0.8 -13.06 3 58.61 2 Performance Details for AXA Rosenberg EurExUK SCap A
AXA Rosenberg Global S Cp A $ 4 stars Not rated   0.8 -8.07 2 28.26 3 Performance Details for AXA Rosenberg Global S Cp A $
AXA Rosenberg Jap S Cap A 5 stars Not rated   0.8 -13.01 1 -6.19 1 Performance Details for AXA Rosenberg Jap S Cap A
AXA Rosenberg Pan-Eur S CapA 3 stars Not rated   0.8 -16.49 3 42.78 3 Performance Details for AXA Rosenberg Pan-Eur S CapA
AXA Rosenberg Pc Ex-Jap SCpA$ 5 stars Not rated   0.8 4.75 1 95.75 1 Performance Details for AXA Rosenberg Pc Ex-Jap SCpA$
AXA Rosenberg UK S Cap A 2 stars Not rated   0.8 -30.58 4 -5.63 4 Performance Details for AXA Rosenberg UK S Cap A
AXA UK Smaller Companies 2 stars Not rated   1 -32.73 4 -2.97 4 Performance Details for AXA UK Smaller Companies
AXA WF European Small Cap A-C 5 stars Not rated   1.75 -2.31 1 70.14 1 Performance Details for AXA WF European Small Cap A-C
Baillie Gifford BrSmCo A Acc 3 stars Not rated   1.5 -21.04 3 39.46 1 Performance Details for Baillie Gifford BrSmCo A Acc
Baillie Gifford EuroSm A Acc 2 stars Not rated   1.5 -15.31 4 49.97 4 Performance Details for Baillie Gifford EuroSm A Acc
Baillie Gifford JapSmCo A Acc 3 stars Not rated   1.5 -22.25 4 -18.65 2 Performance Details for Baillie Gifford JapSmCo A Acc
Baring Europe Select 4 stars Not rated   1.5 -2.54 1 72.39 1 Performance Details for Baring Europe Select
Baring UK Smaller Companies 3 stars Not rated   1.5 -15.85 1 28.45 2 Performance Details for Baring UK Smaller Companies
BDT Invest Japan Smlr Cos A$ 1 stars Not rated   1.75 -13.74 1 -35.82 4 Performance Details for BDT Invest Japan Smlr Cos A$
BGF European Opps A2 EUR 3 stars Not rated   1.75 -10.34 1 41.99 3 Performance Details for BGF European Opps A2 EUR
BGF Global Opps A2 USD 3 stars Not rated   1.5 2.2 1 37.43 2 Performance Details for BGF Global Opps A2 USD
BGF Global SmallCap A2 USD 4 stars Not rated   1.5 2.22 1 38.14 2 Performance Details for BGF Global SmallCap A2 USD
BGF Japan Opps A2 JPY 3 stars Not rated   1.75 -23.64 4 -28.74 3 Performance Details for BGF Japan Opps A2 JPY
BGF US Opportunities A2 USD 4 stars Not rated   1.5 2.85 1 27.4 1 Performance Details for BGF US Opportunities A2 USD
BGF US Small Cap Value A2 USD 4 stars Not rated   1.5 -13.36 3 7.39 3 Performance Details for BGF US Small Cap Value A2 USD
BlackRock UK Smaller Co. A Inc 4 stars Not rated   1.5 -14.33 1 43.53 1 Performance Details for BlackRock UK Smaller Co. A Inc
BlackRock US Opportunities A Inc 4 stars Not rated   1.5 0.14 1 26.66 1 Performance Details for BlackRock US Opportunities A Inc
BNY Mellon Small Cap Eurld A EUR 4 stars Not rated   2 -14.4 4 48.07 3 Performance Details for BNY Mellon Small Cap Eurld A EUR
CAAM Funds Europe Small Cos C 3 stars Not rated   1.6 -15.99 3 47.01 3 Performance Details for CAAM Funds Europe Small Cos C
Cavendish AIM Rtl Not rated Not rated   1.5 -14.59 1     Performance Details for Cavendish AIM Rtl
Cazenove UK Smaller Cos B Acc 3 stars Not rated   1.5 -18.76 2 41.39 1 Performance Details for Cazenove UK Smaller Cos B Acc
CF Canlife UK Smllr Companies 1 stars Not rated   1.5 -24.89 4 -17.58 4 Performance Details for CF Canlife UK Smllr Companies
CF Octopus Opportunities A Acc Not rated Not rated   1.5         Performance Details for CF Octopus Opportunities A Acc
Close Beacon Investment 1 stars Not rated   1.5 -27.02 4 -15.31 4 Performance Details for Close Beacon Investment
Credit Suisse Sm companies R 4 stars Not rated   1.5 -15.68 1 39.14 2 Performance Details for Credit Suisse Sm companies R
Dimensional European Sm Cos D 3 stars Not rated   0.5 -16.81 4 39.05 4 Performance Details for Dimensional European Sm Cos D
Dimensional Pac Basin Sm Comp D 3 stars Not rated   0.5 -7.94 2 22.46 2 Performance Details for Dimensional Pac Basin Sm Comp D
Dimensional UK Sm Comps Inc 3 stars Not rated   0.5 -22.1 3 25.14 2 Performance Details for Dimensional UK Sm Comps Inc
Dimensional US Sm Comp D GBP 3 stars Not rated   0.5 -14.7 3 4.9 4 Performance Details for Dimensional US Sm Comp D GBP
Discretionary Inc 4 stars Not rated   1 -29.97 4 8.4 4 Performance Details for Discretionary Inc
Electra Active Management A 1 stars Not rated   0.75 -30.46 4 -34.64 4 Performance Details for Electra Active Management A
Elite Octopus Cautious Prtfl A Not rated Not rated   1.5 -1.54 1     Performance Details for Elite Octopus Cautious Prtfl A
EMIF Europe Small Cap Cap 2 stars Not rated   1.5 -20.05 4 28.37 4 Performance Details for EMIF Europe Small Cap Cap
Ennismore European Sm Comp Fd 3 stars Not rated   1 5.84 1 41.76 3 Performance Details for Ennismore European Sm Comp Fd
F&C European Small Cap A 3 stars Not rated   2 -17.87 4 47.3 3 Performance Details for F&C European Small Cap A
F&C UK Smaller Companies 1 Acc 3 stars Not rated   1.25 -17.72 2 33.85 2 Performance Details for F&C UK Smaller Companies 1 Acc
F&C US Smaller Companies A 3 stars Not rated   2 -15.94 4 -3.27 4 Performance Details for F&C US Smaller Companies A
F&C US Smaller Cos Inc 2 stars Not rated   1.5 -15.22 4 -3.3 4 Performance Details for F&C US Smaller Cos Inc
FF - Euro Sm Cos A Euro 3 stars Not rated   1.5 -10.46 2 51.61 2 Performance Details for FF - Euro Sm Cos A Euro
FF - Japan Sm Comp A JPY 3 stars Not rated   1.5 -13.82 1 -21.82 2 Performance Details for FF - Japan Sm Comp A JPY
Findlay Park US Sm Comp USD 5 stars Not rated   1 -1.79 2 45.4 1 Performance Details for Findlay Park US Sm Comp USD
First State British Sm Cos A 3 stars Not rated   1.5 -19.53 3 13.62 3 Performance Details for First State British Sm Cos A
Franklin Eurp SmMd Cp Gth A acc 4 stars Not rated   1.5 -9.71 1 68.83 1 Performance Details for Franklin Eurp SmMd Cp Gth A acc
Franklin Gbl Sm Mid Cp Gth A acc 3 stars Not rated   1 -11.11 3 31.59 2 Performance Details for Franklin Gbl Sm Mid Cp Gth A acc
Franklin US Sm Mid Cap Gth A acc 3 stars Not rated   1.5 -8.81 2 11.13 2 Performance Details for Franklin US Sm Mid Cap Gth 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
Gartmore SICAV PanEurop SmCos A 3 stars Not rated   1.5 -13.96 3 49.14 2 Performance Details for Gartmore SICAV PanEurop SmCos A
Gartmore SICAV US Sm Cos A 2 stars Not rated   1.5 -22.48 4 0.35 4 Performance Details for Gartmore SICAV US Sm Cos A
Gartmore UK & Ire Sm Cos R Acc 3 stars Not rated   1.5 -17.78 2 16.96 3 Performance Details for Gartmore UK & Ire Sm Cos R Acc
Gartmore US Sm Cos Ret Acc 2 stars Not rated   1.5 -20.99 4 2.48 4 Performance Details for Gartmore US Sm Cos Ret Acc
GS Europ Sm Cap Port.-Base € 2 stars Not rated   1.5 -23.77 4 19.05 4 Performance Details for GS Europ Sm Cap Port.-Base €
GS Japan Small Cap Port.-Base 3 stars Not rated   1.5 -20.47 3 -23.58 3 Performance Details for GS Japan Small Cap Port.-Base
Halifax UK Smaller Comp C Inc 3 stars Not rated   1.5 -17.65 2 18.87 3 Performance Details for Halifax UK Smaller Comp C Inc
Henderson European Sm Cos A 3 stars Not rated   1.5 -16.77 3 65.78 1 Performance Details for Henderson European Sm Cos A
Henderson HF Japanese SmCo A2 3 stars Not rated   1.2 -8.23 1 -16.13 1 Performance Details for Henderson HF Japanese SmCo A2
Henderson HF Pan Europ SmCo A2 3 stars Not rated   1.2 -26.27 4 48.11 3 Performance Details for Henderson HF Pan Europ SmCo A2
Henderson UK Smaller Cos A 2 stars Not rated   1.5 -20.35 3 29.05 2 Performance Details for Henderson UK Smaller Cos A
HSBC GIF Euroland EqSmCo AC EUR 4 stars Not rated   1.5 -7.95 1 67.17 1 Performance Details for HSBC GIF Euroland EqSmCo AC EUR
HSBC UK Smaller Cos Inc 2 stars Not rated   1.25 -28.49 4 -1.15 4 Performance Details for HSBC UK Smaller Cos Inc
Insight Inv Eur Small Cap Rtl 4 stars Not rated   1.5 -12.56 2 57.41 1 Performance Details for Insight Inv Eur Small Cap Rtl
Insight Inv UK Sm Cap A Inc 3 stars Not rated   1.5 -18.57 2 20.37 3 Performance Details for Insight Inv UK Sm Cap A Inc
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
Invesco European Small Cos Acc 3 stars Not rated   1.5 -12.99 2 66.55 2 Performance Details for Invesco European Small Cos Acc
Invesco Global Small Cap Eq A 3 stars Not rated   1.5 -11.91 3 30.35 3 Performance Details for Invesco Global Small Cap Eq A
Invesco Global Smaller Cos Acc 4 stars Not rated   1.5 -10.21 2 38.43 1 Performance Details for Invesco Global Smaller Cos Acc
Invesco Japanese S/M Cap Eq A 2 stars Not rated   1.5 -16.63 2 -29.93 3 Performance Details for Invesco Japanese S/M Cap Eq A
Invesco Japanese Smaller Cos Acc 2 stars Not rated   1.5 -17.11 2 -34.21 4 Performance Details for Invesco Japanese Smaller Cos Acc
Invesco Nippon S/M Cap Equity A 2 stars Not rated   1.5 -16.91 2 -29.36 3 Performance Details for Invesco Nippon S/M Cap Equity A
Invesco Pan European Sm Cap EqAC 2 stars Not rated   1.5 -14.41 3 52.44 2 Performance Details for Invesco Pan European Sm Cap EqAC
Invesco UK Sm Cos Equity Acc 4 stars Not rated Buy Invesco UK Sm Cos Equity Acc 1.5 -10.58 1 46.95 1 Performance Details for Invesco UK Sm Cos Equity Acc
Invesco UK Sm Cos Growth Inc 2 stars Not rated   1.5 -19.72 3 8.78 4 Performance Details for Invesco UK Sm Cos Growth Inc
Invesco US Smaller Cos Inc 1 stars Not rated   1.5 -17.79 4 -8.45 4 Performance Details for Invesco US Smaller Cos Inc
Investec UK Smaller Cos A Acc 4 stars Not rated   1.5 -16.39 2 42.75 1 Performance Details for Investec UK Smaller Cos A Acc
iShares DJ EURO STOXX Sm Cap 4 stars Not rated   0.4 -9.19 2 52.57 2 Performance Details for iShares DJ EURO STOXX Sm Cap
Janus US Venture A $ 4 stars Not rated   1.5 -14.21 3 23.91 2 Performance Details for Janus US Venture A $
JB EF Swiss S&Mid Cap-CHF/B 2 stars Not rated   1.4 0.36 2 81.3 3 Performance Details for JB EF Swiss S&Mid Cap-CHF/B
JB Europe Small&Mid Cap SF B 2 stars Not rated   1.6 -15.96 3 28.4 4 Performance Details for JB Europe Small&Mid Cap SF B
JF Japan SC A (D)-USD 2 stars Not rated   1.5 -20.91 3 -20.83 2 Performance Details for JF Japan SC A (D)-USD
JPM Europe Dynamic SC A (A)-EUR 4 stars Not rated   1.5 -13.22 2 78.25 1 Performance Details for JPM Europe Dynamic SC A (A)-EUR
JPM Europe Micro Cap A (Dist) 4 stars Not rated   1.5 -25.43 4 51.63 2 Performance Details for JPM Europe Micro Cap A (Dist)
JPM Europe SC A (D)-EUR 4 stars Not rated   1.5 -16.17 3 49.51 2 Performance Details for JPM Europe SC A (D)-EUR
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
JPM Glbl ex-US Slct SC A (A) Eur 4 stars Not rated   1.5 -2.98 1 69.7 1 Performance Details for JPM Glbl ex-US Slct SC A (A) Eur
JPM UK Smaller Cos A Acc 3 stars Not rated   1.5 -26.27 4 32.49 2 Performance Details for JPM UK Smaller Cos A Acc
JPM US Dynamic SC A (A)-USD 2 stars Not rated   1.5 -16.24 4 1.92 4 Performance Details for JPM US Dynamic SC A (A)-USD
JPM US Small Cap Gr A (D)-USD 2 stars Not rated   1.5 -10.73 3 10.44 3 Performance Details for JPM US Small Cap Gr A (D)-USD
JPM US Smaller Cos A Acc 2 stars Not rated   1.5 -11.13 3 10.12 3 Performance Details for JPM US Smaller Cos A Acc
Jupiter UK Smaller Companies 3 stars Not rated   1.5 -18.62 2 24.21 2 Performance Details for Jupiter UK Smaller Companies
L&G (Ba) MM UK Lower Cap A Inc 2 Not rated Not rated   1.5