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Merian UK Smaller Companies Focus Class R - Income (GBP)

Sell:219.28p Buy:219.28p Change: 10.57p (5.06%)
Prices as at 7 April 2020
Sell:219.28p
Buy:219.28p
Change: 10.57p (5.06%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 7 April 2020
Sell:219.28p
Buy:219.28p
Change: 10.57p (5.06%)
Prices as at 7 April 2020
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 the Wealth 50 is a good place to start. 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

08/04/15 to 08/04/16 08/04/16 to 08/04/17 08/04/17 to 08/04/18 08/04/18 to 08/04/19 08/04/19 to 08/04/20
Annual return 14.46% 47.49% 20.35% -2.25% -19.97%

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.

Fund Management Group Comment

Merian Global Investors was created in 2018 when the team at Old Mutual Global Investors broke away from the wider Old Mutual business. The company offers funds investing across the globe - from the UK and Europe to Asia and the US. None of the managers are constrained by a 'house view'. Instead they're given the flexibility to invest their funds wherever they find the best opportunities.

Information about the fund

Fund manager biography

manager photo
Manager Name: Nick Williamson
Manager start date: 1 January 2016
Manager located in:

Nick joined MGIS in October 2008 from Citigroup, where he was a UK small & mid cap analyst in the team that was ranked first for UK mid cap research in the 2008 Extel survey (2006-08). Prior to this he took a two year break from financial services, before which he was a business services sector analyst at Citigroup (2000-04) and Dresdner Kleinwort Benson (1999-2000) where he was involved in a number of successful IPOs in the UK and Europe. He started his career at Credit Lyonnais and progressed from the graduate training scheme to become a UK beverages sector analyst (1995-99). Nick has a BA in Economics from Durham University (1995).

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