WS Amati UK Listed Smaller Companies Class B - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
TB Amati UK Smaller Companies aims to achieve long-term growth by investing in the smaller parts of the UK stock market. Companies of this size are often overlooked by analysts, meaning there are plenty of opportunities for investors prepared to scratch below the surface. The team adopts a sensible approach which favours quality businesses and avoids excessive risk. That said, by nature smaller companies are higher risk so this fund could be suited to an adventurous portfolio focused on growth.
We admire the team's experience, strong track record and their sensible approach, and believe they have the ability to deliver good long-term results for investors.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
24/12/19 to 24/12/20 | 24/12/20 to 24/12/21 | 24/12/21 to 24/12/22 | 24/12/22 to 24/12/23 | 24/12/23 to 24/12/24 | |
---|---|---|---|---|---|
Annual return | 5.36% | 17.45% | -25.79% | -7.12% | 1.51% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.