Overstone UCITS Global Smaller Companies Fund I GBP Acc header image

Overstone UCITS Global Smaller Companies Fund I GBP Acc

Fund

ISIN IE000YTOH6V5 / Valor null

NAV (2026-05-01)
GBP 133.97-0.15%

Overstone UCITS Global Smaller Companies Fund I GBP Acc
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Overstone UCITS Smaller Coms aims to achieve long-term growth and income by investing in a concentrated portfolio of up to 35 primarily small and medium-sized companies, along with some larger firms. The fund focuses on equity and equity-related securities, including common and preferred stocks, selected from major global markets and a smaller portion from emerging markets worldwide. This diverse selection targets companies across various industries, providing broad exposure while maintaining a focused investment approach.

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Tags:
global equities small and mid cap msci world small and mid-cap index

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OTHER SHARE CLASSES OF THIS FUND

Overstone UCITS Smaller Companies Fund A USD
Overstone UCITS Smaller Companies Fund A USD Overstone UCITS Smaller Companies Fund A USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%USD 273.57
Overstone UCITS Smaller Companies Fund I GBP Hedged
Overstone UCITS Smaller Companies Fund I GBP Hedged Overstone UCITS Smaller Companies Fund I GBP Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 231.12
Overstone UCITS Global Smaller Companies Fund F GBP Acc
Overstone UCITS Global Smaller Companies Fund F GBP Acc Overstone UCITS Global Smaller Companies Fund F GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 156.30
Overstone UCITS Global Smaller Companies Fund B USD Inc
Overstone UCITS Global Smaller Companies Fund B USD Inc Overstone UCITS Global Smaller Companies Fund B USD Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%USD 277.15
Overstone UCITS Global Smaller Companies Fund F GBP Inc
Overstone UCITS Global Smaller Companies Fund F GBP Inc Overstone UCITS Global Smaller Companies Fund F GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 153.29
Overstone UCITS Global Smaller Companies Fund B GBP Inc
Overstone UCITS Global Smaller Companies Fund B GBP Inc Overstone UCITS Global Smaller Companies Fund B GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 142.73
Overstone UCITS Smaller Companies Fund I USD
Overstone UCITS Smaller Companies Fund I USD Overstone UCITS Smaller Companies Fund I USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%USD 415.06
Overstone UCITS Global Smaller Companies Fund I GBP Inc
Overstone UCITS Global Smaller Companies Fund I GBP Inc Overstone UCITS Global Smaller Companies Fund I GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 143.25