Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
UK Smaller Companies
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LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
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July fund performance: Small caps rebound in marathon month of politics
While tech was the worst-performing IA sector over the month, according to FE fundInfo data
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Could the UK small-cap revival be a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
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QuotedData: ‘Get Throgmorton while the price is still good’
Its historically wide discount presents a prime buying opportunity, according to analyst David Johnson
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BlackRock launches global small-cap fund
It will be managed by Dan Whitestone and Matthew Betts, who have so far specialised in UK smaller companies
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‘Spoilt for choice’: Why Hawksmoor’s Conway keeps becoming more bullish on UK equities
The CIO and head of fund management says lack of institutional exposure to UK equities ‘beggars belief’
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Liontrust appoints Natalie Bell as fund manager on UK small and micro-cap funds
Has been part of the Economic Advantage team since 2022
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Aberforth to launch new investment trust
It aims to deliver high levels of income by investing in UK smaller companies
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JP Morgan to merge UK small and mid cap trusts
Enlarged £430m UK Smaller Companies trust will continue to be managed by Georgina Brittain and Katen Patel
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JP Morgan’s Elliott: What will it take for investment trust discounts to narrow?
The investment companies sector is enduring another tough year
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Unicorn’s Game: Why we’re backing ‘unloved’ UK industrials
The UK has a lengthy pedigree in precision engineering