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SLI’s Global Smaller Companies fund up 15.2 per cent in first year

Standard Life Investments’ (SLI) Global Smaller Companies fund, co-managed by Alan Rowsell and Harry Nimmo, has risen 15.2 per cent in its first year and sits within the top quartile in the IMA Global Sector.

The fund has comfortably beaten the MSCI AC World Small Cap Index which rose 13 per cent over the same period.

Launched on 19 January 2012, the Global Small Cap Fund is the latest addition to Standard Life Investments’ Smaller Companies suite, and has had a strong start capturing the substantial rewards offered by small cap investing. The team has built on the success of the UK and European Smaller Companies Funds taking advantage of the diversification benefits of access to a wider global opportunity set that includes both emerging and developed markets.

Rowsell says: “We are really pleased with the performance generated through the Global Smaller Companies Fund and the proven investment process of the UK and European Smaller Companies Funds has translated well into the global arena. Our process remains consistent regardless of the tough macro environment such as we’ve seen over 2012 and it is very encouraging to see this approach pay off.

“This has been a great year to kick off with a Global Small Cap fund, to capitalise on the stunning outperformance of smaller companies which have risen 140 per cent since 2000 versus only 19 per cent for Large Caps. We have expanded over the year and now have a team of five, which means we can distil ideas from across global regional equity teams. Using our powerful in-house screening matrix the team can focus on smaller, innovative global companies with resilient business models in expanding sectors.”

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