Equities

Smaller companies (UK)

The strategy aims to provide a combination of capital growth and income that is higher than the Numis Smaller Companies Index (excluding Investment Companies) over any five-year period.

At least 80% of the portfolio is invested, using a bottom-up selection approach, in the shares of smaller companies, across any sector, which are listed in the UK. At the initial time of purchase, these companies are: in the bottom 10% (by market capitalisation) of the FTSE All-Share Index; or in the Numis Smaller Companies Index (excluding Investment Companies); or listed on the Alternative Investment Market.

We adopt a long-term perspective with particular focus on the factors driving a company’s growth, its competitive advantage, change, quality of management and valuation.

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