EN
ESEuan Macdonald
Euan Macdonald
- AAA Rated Fund Manager
- As at: 31 December 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
£ 1,509,000,000
Class
-
Ongoing Charges
0.81%
10 Main Holdings
| Holdings | % of Fund |
| Reach | 3.90% |
| Wincanton | 2.80% |
| Vitec | 2.60% |
| Redde Northgate | 2.50% |
| Just Group | 2.40% |
| TI Fluid Systems | 2.40% |
| Robert Walters | 2.30% |
| Brewin Dolphin Holdings | 2.30% |
| SIG | 2.20% |
| Morgan Advanced Materials | 2.20% |
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: 31 December 2020
Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Start Date
16 January 1991
Total Years
30
Total Returns
| Total | Annualised | |
| Since Inception | 1760.22% | 10.26% |
| 10 Year Return | 144.39% | 9.35% |
| 5 Year Return | 20.18% | 3.74% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 957.27% | 8.20% |
| 10 Year Return | 145.38% | 9.39% |
| 5 Year Return | 34.15% | 6.05% |
Relative Returns
| Total | Annualised | |
| Since Inception | 802.95% | 2.06% |
| 10 Year Return | -0.99% | -0.04% |
| 5 Year Return | -13.97% | -2.31% |
Benchmark(s)
List of Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| Aberforth Smaller Companies Trust | UK | Small Caps | £ 1,509,000,000 | - |
| Aberforth UK Small Companies Fund | UK | Small Caps | £ 94,000,000 | - |
| Aberforth Split Level Income Trust | UK | Small Caps | £ 147,000,000 | - |