Funds by Smith & Williamson Invest Mgmt

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Smith & Williamson GblGld&Res
UT Specialist
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22%
7 / 125
112.8%
6 / 125
59.2%
8 / 115
-24.9%
83 / 91
0.72%
Smith & Williamson Nth Am Eq
UT North America
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4.3%
16 / 89
40.3%
62 / 82
50.6%
71 / 73
103.4%
62 / 64
0.7%
Smith & Williamson Oriental Gth
UT Asia Pacific Excluding Japan
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6.8%
30 / 65
39.4%
52 / 63
52.3%
15 / 57
70.1%
17 / 50
1%
Smith & Williamson Far Estn IandG
UT Asia Pacific Including Japan
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7.5%
2 / 7
37%
4 / 5
49%
2 / 5
86.7%
3 / 5
0.77%
Smith & Williamson MM Gbl Invest
UT Flexible Investment
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6.1%
2 / 253
28.4%
47 / 237
27.4%
63 / 193
71.3%
31 / 162
0.78%
Smith & Williamson UK Equity Grth
UT UK All Companies
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3.1%
224 / 286
22.1%
142 / 278
26.7%
32 / 266
86.9%
66 / 252
0.71%
Smith & Williamson European Eq
UT Europe Excluding UK
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6%
67 / 101
20.5%
90 / 98
17%
84 / 87
105%
24 / 79
0.75%
Smith & Williamson MM Endura Bal
UT Mixed Investment 40%-85% Shares
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2.9%
207 / 284
15.4%
223 / 268
19.3%
201 / 243
45%
166 / 208
1.36%
Smith & Williamson UK Eq Inc
UT UK Equity Income
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2.5%
84 / 96
14.6%
65 / 90
17.9%
56 / 82
73.9%
36 / 77
0.72%
Smith & Williamson Fixed Int
UT Sterling Corporate Bond
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1.5%
45 / 98
7.7%
48 / 91
16.4%
62 / 86
23.2%
63 / 71
0.63%
Data provided by

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