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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0.1%
86 / 126
146%
3 / 125
62.7%
10 / 114
-19.7%
80 / 90
0.72%
Smith & Williamson Oriental Gth
UT Asia Pacific Excluding Japan
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2.7%
43 / 67
46.4%
5 / 64
52.4%
5 / 59
83.8%
12 / 52
0.87%
Smith & Williamson Far Estn IandG
UT Asia Pacific Including Japan
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3.1%
3 / 6
44.3%
1 / 5
50.7%
1 / 5
93.7%
3 / 5
0.77%
Smith & Williamson Nth Am Eq
UT North America
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1.3%
49 / 88
26.3%
70 / 83
42.6%
71 / 74
99.7%
61 / 64
0.7%
Smith & Williamson European Eq
UT Europe Excluding UK
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0.8%
97 / 103
18.7%
72 / 98
29.8%
34 / 90
118.3%
17 / 81
0.8%
Smith & Williamson UK Eq Inc
UT UK Equity Income
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0.4%
70 / 96
13.1%
42 / 89
27.2%
27 / 82
84.7%
35 / 76
0.72%
Smith & Williamson MM Gbl Invest
UT Flexible Investment
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1.8%
22 / 255
11.8%
152 / 230
17.3%
140 / 191
51.1%
86 / 156
0.78%
Smith & Williamson Fixed Int
UT Sterling Corporate Bond
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-0.1%
24 / 96
10.1%
66 / 93
21.9%
65 / 87
31.9%
64 / 73
0.63%
Smith & Williamson MM Endura Bal
UT Mixed Investment 40%-85% Shares
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1%
84 / 282
9.5%
241 / 266
17.7%
191 / 240
47.8%
157 / 205
1.36%
Smith & Williamson UK Equity Grth
UT UK All Companies
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0.8%
117 / 281
7.4%
244 / 277
31.2%
36 / 261
85.4%
110 / 249
0.71%
Data provided by

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