The primary investment objective is to maximise total return, from capital and net income combined, by investing principally in UK companies which form the bottom 10% of the UK stock market based on their market capitalisation.

Elaine Morgan
Investment Manager, UK Equities

Elaine joined in 1988 as a UK investment analyst, direct from Edinburgh University where she graduated with an MA in economics with law. Elaine became a UK fund manager in 1992 with responsibility for the Smaller Companies Pensions Fund which she still runs. In 1994 she took charge of our ethical fund range, which she ran for five years before handing over to Audrey Ryan. In June 2006 AEGON launched the UK Smaller Companies Fund which Elaine manages. She is also a member of UKSIP.

• Monthly Factsheet
  (PDF 171KB)
• Fund Specific Features document
  (PDF 24KB)

Launch Date

June 2006

IMA Sector

UK Smaller Companies

Secondary Benchmark

FTSE Small Cap Index Ex IT

Initial Charge

5.5% (A Class)

Annual Charge

1.5% (A Class)

Payment Dates

30 November

Codes

Code	Sedol	FTMexID	ISIN
A(acc)	B142FH0	SEUKS	GB00B142FH03
B(acc)	B142FS1	SEUCB	GB00B142FS188