Equities
Hargreaves Lansdown drops second small caps fund
Rob Langston, 23 August 2011
Hargreaves Lansdown has removed a second UK smaller companies fund from its Wealth 150 fund buy-list in a review of the sector.
The Invesco Perpetual UK Smaller Companies Equity fund has been dropped from the Wealth 150, after its conviction in the fund 'diminished'.
Meera Patel, senior analyst at Hargreaves Lansdown, said while current fund manager Richard Smith's track record had 'generally been good' its conviction had waned.
She said, 'Performance over the last year has been below the sector average and our analysis suggests stock picking within the fund has not been up to previous high standards.
'Exposure to the support services sector has been one of the main reasons behind recent poor returns.'
She added, 'Two problematic stocks have been Connaught, which has now gone into administration, and Mouchel, the consulting and business services group, which has seen its share price fall over concerns it will be hampered by UK local authority spending cuts.'
Patel said it remained to be seen how Jonathan Brown, appointed co-manager earlier this year, would fare in the new role.
She said, 'Given the recent appointment of Jonathan Brown as co-manager we would like to see an improvement in stock picking and performance, and would stress we do not believe existing investors should sell the fund if it still meets their objectives.'
The news comes as the Standard Life Investments UK Smaller Companies fund was dropped from the Wealth 150 after it closed to new investors.
To receive more relevant articles like this one, why not sign up to our weekly newsletters, click here
Advertisement
Free Magazine: How To Invest For Income
Free Magazine: How To Invest For Income In this free edition of MarketViews, Peter Temple highlights key features that can make income-based investing generate such good results. Get your free copy here
Free Guide: 8 Common Trading Indicators
Get this free guide to find out how to use technical indicators to give you a sense of what the market will do next. Get your free copy here.
No hassle and no admin fees. Open an account now with The Share Centre. Find out more.
A free guide to Gold Investment
Physical Gold protects against global economic downturn by providing crucial portfolio balance. You can buy gold bars for your UK pension and receive up to 40% price discount via tax relief. Buy tax-free gold coins as an alternative to poor interest rates. Find out more and download this free guide to gold investment.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.