1. Annual Discrete Performance figures to 31 March each year

    Annual percentage return (Updated Quarterly)
      31/03/2014
    31/03/2015
    31/03/2015
    31/03/2016
    31/03/2016
    31/03/2017
    31/03/2017
    31/03/2018
    31/03/2018
    31/03/2019
    Class B-Acc 1.7% -1.8% 18.5% 3.9% -8.4%
    Sector Average -2.1% 8.2% 18.7% 14.9% -2.6%
    Index* 1.2% 5.9% 19.7% 2.2% -3.1%

    Periodic Performance

    All figures to 30/04/2019
      6 Months 1 Year 3 Years 5 Years
    Class B-Acc 2.0% -6.6% 20.2% 28.2%
    Sector Ranking 42/50 42/50 44/48 43/47
    Sector Average 5.9% -1.6% 39.8% 52.0%
    Index* 4.1% -5.3% 22.9% 32.4%

    The value of your investment may go down as well as up, and you may not get back the amount you invested.
    IA Sector: UK Smaller Companies. 
    *FTSE Small Cap (ex IT) Index. 
    Sector data based on B-Acc share class performance.
    Performance source: FE and relevant underlying index provider, single pricing basis, total return.
    Returns reflect the annual charges but exclude any initial charge paid.
    Please bear in mind that past performance is not a guide to future performance.

    Performance - 30/04/2019
    The value of your investment may go down as well as up, and you may not get back the amount you invested.
    Sector data based on B-Acc share class performance.
    Source: FE and relevant underlying index provider, single pricing basis, total return.
    Please bear in mind that past performance is not a guide to future performance.
    The graph is rebased to 100.
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  2. FTSE Disclaimer

    Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2019. FTSE Russell is a trading name of certain of the LSE Group companies. “FTSE®" and “Russell®” are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. “TMX®” is a trade mark of TSX, Inc. and used by the LSE Group under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.