Alistair Whyte

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Alistair Whyte

Academic Background

  • N/A

Professional Background

  • Founding Partner, 1990

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.
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Showcase Investment Fund

Aberforth Smaller Companies Trust

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Investment Strategy

Value investing using fundamental analysis

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ISIN

GB0000066554

Showcase Investment Fund

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AUM

£ 1,509,000,000

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Class

-

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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.

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Start Date

16 January 1991

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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)

FTSE UK SMALL EX IT TOTAL

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 -