UK (small cap)

UK (small cap)

Typically an equity portfolio invested in the shares of companies with market capitalisation from around £100 million up to around £1 billion. These mandates typically aim to outperform indices such as FTSE Small Cap Index by 1-2% per annum.
 AMC per annum (£,000)
 £25mn£50mn£75mn£100mn£125mn£150mn£175mn£200mn£225mn£250mn
 
AMC top quartile
2503755637509381,1251,3131,5001,5001,500
 
AMC median
1883505257008469941,1431,3001,3001,300
 
AMC bottom quartile
1633004506006257508751,0001,0001,000

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UK (small cap)

Typically an equity portfolio invested in the shares of companies with market capitalisation from around £100 million up to around £1 billion. These mandates typically aim to outperform indices such as FTSE Small Cap Index by 1-2% per annum.
 OCF per annum (£,000)
 £25mn£50mn£75mn£100mn£125mn£150mn£175mn£200mn£225mn£250mn
 
OCF top quartile
2504606909201,1501,3801,6101,8401,8401,840
 
OCF median
2083545307078831,0391,1951,3531,3401,340
 
OCF bottom quartile
1683004506006387658931,0201,0201,020

Swipe/scroll horizontally on the table to see more data

Typically an equity portfolio invested in the shares of companies with market capitalisation from around £100 million up to around £1 billion. These mandates typically aim to outperform indices such as FTSE Small Cap Index by 1-2% per annum.