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ES River & Mercantile UK Equity Smaller Companies Class B - Income (GBP)

Sell:495.88p Buy:495.88p Change: 15.65p (3.26%)
Prices as at 13 December 2019
Sell:495.88p
Buy:495.88p
Change: 15.65p (3.26%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 13 December 2019
Sell:495.88p
Buy:495.88p
Change: 15.65p (3.26%)
Prices as at 13 December 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Smaller companies in the UK are among the most innovative and exciting around. They can be pioneers of an emerging industry, and adapt quickly to new opportunities. We think their long-term growth prospects are compelling. Some will blossom into the giants of tomorrow. But others will struggle or fail altogether, so they are higher risk. Unlike larger companies such as Tesco or Vodafone, which might have dozens of analysts poring over their accounts, smaller companies tend to be less researched. They might only have one or two analysts covering them which creates opportunities for eagle-eyed fund managers to spot hidden gems. Over the past decade, innovations such as the internet have allowed smaller companies to level the playing field with larger rivals. Even so, they tend to be more sensitive to the UK economy then larger companies so you should expect more ups and downs along the way. We think UK smaller companies could be a great addition to a diversified portfolio able to accept the increased volatility.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/12/14 to 13/12/15 13/12/15 to 13/12/16 13/12/16 to 13/12/17 13/12/17 to 13/12/18 13/12/18 to 13/12/19
Annual return 20.12% 6.13% 31.10% -14.39% 18.24%

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.

Information about the fund

Fund manager biography

manager photo
Manager Name: Dan Hanbury
Manager start date: 3 April 2018
Manager located in: London

Dan Hanbury graduated from Loughborough University in 1996 with a 1st Class Honours Degree in Mechanical Engineering. He began his career at Schroders on the UK Fund Management desk before joining the research department for two years as an analyst in the UK Research Team. He joined Investec Asset Management in 2000 and was responsible for the UK Small Companies Fund and the UK Unconstrained portfolios; he was the alternate manager on the Core portfolios and had specific analyst responsibilities for Industrials and Resources stocks. Dan joined RAMAM in October 2006 and currently manages the Core and UK Income strategies.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account