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River Global UK Listed Smaller Companies B Acc

Citicode
R297
Launch Date
30-11-2006
Fund Size
£307,171,919
Yield
2.19%
Ongoing Charge
0.85%
Fund Managers
George Ensor
Benchmark: IA UK Smaller Companies
Investment
River Global UK Listed Smaller Companies B Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The investment objective of the Fund is to grow the value of your investment (known as “capital growth”) in excess of the Deutsche Numis Smaller Companies + AIM Excluding Investment Companies Index Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees.

Top 10 Holdings

Asset Class

Fund Manager

George Ensor

Start Date

08-02-2022

Bio

George Ensor is the Portfolio Manager for both the RGI UK Listed Smaller Companies Fund and the River UK Micro Cap Investment Trust. He joined River Global Investors in 2014 as a UK Equity Analyst having previously worked at Smith & Williamson Investment Management as a Private Client Investment Manager. George graduated with a degree in Chemistry from the University of Bristol. He is a CFA Charterholder.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.