Funds by Smith & Williamson Investment

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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-6.3%
114 / 118
35.5%
19 / 119
33.9%
40 / 112
-22.1%
86 / 93
0.72%
Smith & Williamson Oriental Gth
UT Asia Pacific Excluding Japan
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1.9%
26 / 65
32.4%
46 / 65
59.2%
16 / 57
71.5%
15 / 51
1%
Smith & Williamson MM GblInvest
UT Flexible Investment
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0.6%
117 / 252
31.7%
3 / 245
31%
68 / 194
64.2%
35 / 162
0.75%
Smith & Williamson Nth Am Eq
UT North America
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-1.6%
62 / 86
31.6%
42 / 81
49.1%
69 / 73
93.9%
58 / 62
0.7%
Smith & Williamson FarEstnIandG
UT Asia Pacific Including Japan
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1.9%
1 / 7
31.2%
4 / 6
60.9%
3 / 6
89.8%
2 / 6
0.77%
Smith & Williamson UKEquityGrth
UT UK All Companies
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0.8%
154 / 283
21.7%
56 / 275
25.6%
73 / 261
76.2%
71 / 246
0.71%
Smith & Williamson MMEnduraBal
UT Mixed Investment 40%-85% Shares
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0.4%
182 / 289
15.6%
187 / 272
22.6%
195 / 246
42.3%
168 / 209
1.39%
Smith & Williamson EuropeanEq
UT Europe Excluding UK
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2.1%
93 / 101
14.8%
94 / 98
16.6%
85 / 87
76.4%
53 / 78
0.75%
Smith & Williamson UK Eq Inc
UT UK Equity Income
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2.1%
12 / 96
11.9%
68 / 91
22%
55 / 81
68.1%
32 / 76
0.71%
Smith & Williamson Fixed Int
UT Sterling Corporate Bond
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0.5%
76 / 94
7.7%
63 / 89
17%
61 / 82
25.3%
62 / 69
0.63%
Data provided by

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