TM Oberon UK Smaller Companies Fund B GBP Inc header image

TM Oberon UK Smaller Companies Fund B GBP Inc

Fund

ISIN GB00BQV37K85 / Valor null

NAV (2026-07-10)
GBP 1.66+0.60%

TM Oberon UK Smaller Companies Fund B GBP Inc
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The TM Oberon UK Smaller Companies Fund seeks long-term growth by primarily investing at least 75% of its portfolio in small-cap UK companies, specifically selecting from the lowest 10% of the UK stock market by market capitalization. The fund targets undervalued businesses with improving revenues or profits, including those involved in acquisitions, rescue financing, or undergoing strategic changes. Additionally, up to 25% of the portfolio may be allocated to larger UK equities, international shares in Europe and the USA, other investment vehicles, warrants, and cash, allowing for diversification while maintaining a focus on promising smaller UK firms.

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Tags:
uk small cap undervalued stocks ftse small cap index

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OTHER SHARE CLASSES OF THIS FUND

TM Oberon UK Smaller Companies Fund B GBP Acc
TM Oberon UK Smaller Companies Fund B GBP Acc TM Oberon UK Smaller Companies Fund B GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
0.60%GBP 1.66