• Global Smallers Companies -NEW BANNER
  • The Trust seeks to exploit the high investment potential of smaller companies listed on global equity markets. Many smaller companies are not widely researched, opening up the potential for our detailed fundamental analysis to identify valuation anomalies. 

    The greater inherent ability of smaller enterprises to grow faster than more mature, larger companies, is also positive for the long term outlook.

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

  • Share price

    1177.00p-5.00p

    closed

Objective & policy

  • A diversified international portfolio of smaller cap equities

    The aim of the F&C Global Smaller Companies Trust is to generate a high total return by investing in smaller companies worldwide. It remains one of only a few investment trusts to offer investors access to a broadly spread global smaller companies portfolio.

    A global philosophy

    The portfolio consists of individual smaller company investments within the US, UK and European markets, and third party fund holdings targeting smaller companies in Japan, Asia, Latin America and other smaller territories.

    Our teams of smaller company specialist managers focus on fundamental analysis of the opportunities in the North American, UK and Continental European stock markets.

    The teams focus is on meeting individual companies and assessing the quality of their management, their position in their targeted markets and their strategy for growth. Attention is also paid to each individual company’s financial strength and cash flow dynamics, which is particularly important given that smaller companies will tend to have less flexibility around funding options than larger companies. The aim is to invest in high quality companies at attractive prices, offering the potential to deliver strong returns, with an eye to minimising the risk profile of investment.

    What are the risks of investing in smaller companies?

    Being less mature and more focused, smaller companies are inherently more risky than larger companies. Share prices can therefore be more volatile. Other risks investors should consider include:

    • Compared with larger companies, smaller companies are not as diversified and can be more dependent on a limited number of key personnel.
    • Smaller companies may find it more difficult to access finance, particularly in times of recession

    How do we manage risk?

    • We seek to reduce the risks associated with smaller companies by doing detailed analysis and by investing in a large number of stocks in various industry sectors and geographic areas. There are no specific sector or geographic exposure limits.
    • The fund manager can borrow in either sterling or foreign currencies. Otherwise known as ‘gearing’, this is limited to a maximum of 20% of shareholders' funds.
    • The Trust’s board, with advice from the manager, considers the foreign exchange outlook, as this can affect both the asset allocation and borrowing strategy, and can protect the portfolio against currency movements.

     

  • Share price

    1177.00p-5.00p

    closed

  • Peter Ewins

    Peter Ewins

    Fund Manager

Past performance is not a guide to future results. The value of investments can go down as well as up.

Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.

Top

 

Cookie Policy

We have published a new cookie policy. To learn more about cookies, their benefits and how we use them on our website, please read our cookie policy.

By using the site you are accepting this policy.