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

£ 867,000,000

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Class

-

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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

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Start Date

16 January 1991

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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)

FTSE UK SMALL EX IT TOTAL

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 -