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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-19%
120 / 124
82.3%
4 / 123
45.2%
10 / 114
-33.9%
84 / 91
0.72%
Smith & Williamson Nth Am Eq
UT North America
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0.3%
70 / 90
26.9%
47 / 82
43.8%
70 / 73
100%
59 / 64
0.7%
Smith & Williamson Far Estn IandG
UT Asia Pacific Including Japan
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-9.2%
7 / 7
24.3%
4 / 5
39.7%
2 / 5
78.2%
3 / 5
0.77%
Smith & Williamson Oriental Gth
UT Asia Pacific Excluding Japan
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-9.4%
67 / 67
22.8%
54 / 65
40.7%
12 / 59
62.4%
17 / 52
1%
Smith & Williamson MM Gbl Invest
UT Flexible Investment
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0.1%
24 / 253
13.5%
59 / 224
19.2%
99 / 187
57.8%
56 / 159
0.78%
Smith & Williamson Fixed Int
UT Sterling Corporate Bond
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-1.4%
47 / 97
6.2%
41 / 91
15.1%
60 / 86
26.4%
63 / 71
0.63%
Smith & Williamson UK Equity Grth
UT UK All Companies
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1%
24 / 284
5.6%
147 / 277
26.9%
21 / 263
81.3%
54 / 250
0.71%
Smith & Williamson MM Endura Bal
UT Mixed Investment 40%-85% Shares
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-0.7%
35 / 280
5.6%
238 / 268
16.6%
181 / 240
41.1%
163 / 207
1.36%
Smith & Williamson European Eq
UT Europe Excluding UK
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-8%
97 / 101
5.3%
82 / 96
11.1%
83 / 87
83.9%
23 / 79
0.75%
Smith & Williamson UK Eq Inc
UT UK Equity Income
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-4.4%
90 / 96
0.5%
69 / 91
15.2%
48 / 82
65.2%
36 / 77
0.72%
Data provided by

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