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TOSCA MICRO CAP UCITS EUR Inst Acc

Ranked 50 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Siebert

Objective

The Fund seeks long-term capital appreciation. The Fund invests in common stock and other equity and equity-linked securities of issuers in the United Kingdom or of issuers which derive a substantial part of their revenues from activities in the United Kingdom. The fund will invest primarily in micro cap companies with a market capitalisation of up to 250m that are listed in the UK, and which are or are expected to become constituents of the FTSE Small Cap Index or the FTSE AIM 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 -5.2% 6.6%
2017 22.1% 7.3% 8.7% 1.4% 3.3%
2016 52.2% 12.9% 5.3% 22.3% 4.7%
2015 -5.6% -5.9% 0.6% 2.6% -2.8%
2014 -23.7% 2.3% -18.8% -4.0% -4.2%
2013 49.2% 23.7% 9.5% 2.7% 7.3%
2012 -3.5% 1.9% -5.0% -2.2% 1.9%
2011 -5.9% 1.1% 7.3% -14.6% 1.7%
2010 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00B3QLJ113

Purchase Info

  • Min. initial investment100,000
  • 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).