We're currently experiencing extremely high call volumes. We're very sorry for any inconvenience this might cause. If you need help with your account, please visit our Help Centre, or email us and we’ll get back to you as soon as we can. For more information and tips on managing your account online please visit www.hl.co.uk/coronavirus

We’re experiencing high call volumes, please check FAQs before calling.

Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

Threadneedle UK Smaller Companies Inclusive - Class 1 - Income (GBP)

Sell:289.91p Buy:289.91p Change: 7.61p (2.70%)
Prices as at 9 April 2020
Sell:289.91p
Buy:289.91p
Change: 7.61p (2.70%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 9 April 2020
Sell:289.91p
Buy:289.91p
Change: 7.61p (2.70%)
Prices as at 9 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 11.56% 21.24% 12.04% -6.19% -9.22%

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: James Thorne
Manager start date: 26 April 2010
Manager located in: London

James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is manager of the Threadneedle UK Smaller Companies Fund, the Ethical UK Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund along with a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for chemicals and mid-cap industrials. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i. He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.

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