EN
ESEuan Macdonald
Euan Macdonald
- AAA Rated Fund Manager
- As at: 30 June 2020
- Keyword Tags: UK Small Caps
Academic Background
- Masters degree in Finance and International Business, Columbia Business School. Degree in Economics, University of Cambridge.
Professional Background
- Fund Manager, Baillie Gifford
Showcase Investment Fund
Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
Showcase Investment Fund
Aberforth Smaller Companies Trust
Investment Strategy
Value investing using fundamental analysis
ISIN
GB0000066554
Showcase Investment Fund
AUM
£ 867,000,000
Class
-
Ongoing Charges
0.77%
10 Main Holdings
| Holdings (as at 30 June 2020) | % of Fund |
| CMC Markets | 3.40% |
| Brewin Dolphin | 3.10% |
| Urban & Civic | 2.80% |
| SDL | 2.80% |
| Morgan Advanced Materials | 2.70% |
| Future | 2.60% |
| Vesuvius | 2.50% |
| Vectura Group | 2.50% |
| Robert Walters | 2.40% |
| Wincanton | 2.30% |
Table of Returns
The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.as at: 30 June 2020
Start Date
16 January 1991
Total Years
29
Total Returns
| Total | Annualised | |
| Since Inception | 1739.35% | 10.41% |
| 10 Year Return | 196.46% | 11.48% |
| 5 Year Return | 18.75% | 3.5% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 722.75% | 7.43% |
| 10 Year Return | 131.44% | 8.75% |
| 5 Year Return | 5.45% | 1.07% |
Relative Returns
| Total | Annualised | |
| Since Inception | 1016.61% | 2.98% |
| 10 Year Return | 65.02% | 2.73% |
| 5 Year Return | 13.31% | 2.43% |
Benchmark(s)
Other Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| Aberforth Smaller Companies Trust | UK | Small Caps | £ 867,000,000 | - |
| Aberforth UK Small Companies Fund | UK | Small Caps | £ 94,000,000 | - |
| Aberforth Split Level Income Trust | UK | Small Caps | £ 147,000,000 | - |