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MI Discretionary Unit Inc

Ranked 38 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Melwin Mehta

Objective

To provide maximum appreciation with above average yield for a growth fund through concentration in UK smaller and medium sized companies. This is achieved through a stable medium term portfolio not subject to frequent adjustments. The benchmark index is the FTSE All Share Index.

Performance

UK Smaller Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% 9.4%
2017 23.9% 10.3% 9.5% 1.4% 1.2%
2016 20.3% -0.3% -3.6% 14.5% 9.4%
2015 22.8% 7.6% 10.6% -0.8% 4.1%
2014 -2.8% 4.2% 0.6% -5.8% -1.6%
2013 39.6% 4.1% 2.6% 17.4% 11.4%
2012 26.2% 12.3% -3.8% 8.8% 7.4%
2011 -2.1% 2.5% 8.5% -15.3% 3.9%
2010 35.1% -2.5% 5.1% 7.1% 23.1%
2009 34.2% -22.1% 28.1% 28.9% 4.3%
2008 -47.4% -10.2% -4.4% -14.6% -28.2%
2007 -5.6% 7.5% 5.2% -5.6% -11.5%
2006 23.6% 5.0% -1.6% 10.1% 8.7%
2005 21.8% 11.0% -0.3% 6.9% 3.1%
2004 22.1% 5.4% 1.1% 3.1% 11.1%
2003 40.4% -4.0% 20.1% 14.9% 6.0%
2002 -3.2% 7.5% -3.0% -9.8% 2.8%
2001 8.2% -5.5% 9.5% -12.9% 20.0%
2000 25.6% -0.7% 4.4% 6.8% 13.4%
1999 38.9% 5.6% 13.2% 3.0% 12.8%
1998 12.5% 10.5% 6.0% -13.1% 10.5%
1997 14.7% 1.8% 0.4% 5.8% 6.1%
1996 8.7% 0.3% 5.1% -1.6% 4.8%
1995 14.7% -4.9% 10.0% 5.9% 3.5%
1994 4.7% -2.0% 2.0% 2.5% 2.2%
1993 43.9% 10.2% 7.0% 8.4% 12.6%
1992 17.9% 2.7% 7.8% -13.1% 22.6%
1991 27.2% 22.8% -1.8% 9.4% -3.6%
1990 -26.1% -10.6% 1.8% -18.0% -1.0%
1989 12.9% 14.2% 8.6% 1.1% -10.0%
1988 15.0% 10.3% 7.8% -0.7% -2.7%
1987 35.9% 20.9% 23.8% 12.1% -19.0%
1986 32.2% 13.7% 11.2% -3.1% 7.9%
1985 13.0% 4.3% -3.0% 3.8% 7.7%
1984 8.4% 3.9% -5.2% 2.1% 7.8%
1983 19.5% 10.5% 0.3% 1.7% 6.0%
1982 32.6% 12.7% 2.3% 7.0% 7.6%
1981 17.2% 15.2% 6.2% -12.8% 9.9%
1980 30.5% 15.4% 6.8% 4.9% 0.9%
1979 5.4% 14.9% 0.1% 3.6% -11.5%
1978 19.4% -5.4% 12.4% 15.8% -3.0%
1977 91.1% 25.4% 15.5% 23.9% 6.4%
1976 1.4% 7.6% -2.1% -13.6% 11.3%
1975 112.3% 61.0% 3.6% 8.8% 17.0%
1974 -39.6% -8.3% -8.1% -21.2% -9.0%
1973 -25.5% -7.9% 7.9% -5.3% -20.8%
1972 26.2% 18.8% -2.5% -4.2% 13.9%
1971 58.8% -1.4% 20.4% 15.7% 15.6%
1970 7.3% 8.0% -6.3% 6.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/08/1963
  • Share Class size37Mn
  • Base currencyGBP
  • ISIN GB0002708708

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).