Strategic Equity Capital | Performance

Data as at: 15/01/2021

Performance (%)

Return type 1 year 3 years 5 years 10 years
Strategic Equity Capital Share price total return -3.5 -2.0 19.0 229.7
UK Smaller Companies AIC sector Share price total return -2.8 14.1 59.1 212.3
Strategic Equity Capital NAV total return -2.7 3.9 44.2 226.3
UK Smaller Companies AIC sector NAV total return -0.2 10.0 59.2 178.1
Morningstar UK Small Cap * Total return -1.1 6.5 45.4 136.3

Discrete annual performance (%)

Return type 15/01/16 - 17 15/01/17 - 18 15/01/18 - 19 15/01/19 - 20 15/01/20 - 21
Strategic Equity Capital Share price total return 7.5 12.9 -16.8 22.1 -3.5
Strategic Equity Capital NAV total return 15.4 20.4 -14.2 24.1 -2.7
Morningstar UK Small Cap * Total return 16.8 16.9 -9.3 18.8 -1.1

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

Volatility

Strategic Equity Capital Ord 3 months 6 months 1 year 3 years 5 years 10 years
Share price volatility 25.93 25.14 37.54 25.71 23.34 18.62
NAV volatility 15.34 13.14 23.14 15.60 13.64 12.76

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.