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Data as at: 10/07/2026

Fund manager benchmark
Deutsche Numis SC Ex Invt Com TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Aberforth Smaller Companies Share price total return 13.5 53.8 28.4 158.9
UK Smaller Companies AIC sector Share price total return 8.6 36.8 -2.3 130.3
Aberforth Smaller Companies NAV total return 10.4 45.1 25.6 125.8
UK Smaller Companies AIC sector NAV total return 6.7 30.4 0.1 108.4
Morningstar UK Small Cap * Total return 8.3 32.9 10.4 73.3
Return type 1 year 3 years 5 years 10 years
Aberforth Smaller Companies Share price total return 11,350 15,380 12,840 25,890
UK Smaller Companies AIC sector Share price total return 10,860 13,680 9,770 23,030
Morningstar UK Small Cap * Total return 10,830 13,290 11,040 17,330
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Discrete annual performance (%) Discrete annual performance (£)

Return type 10/07/21 - 22 10/07/22 - 23 10/07/23 - 24 10/07/24 - 25 10/07/25 - 26
Aberforth Smaller Companies Share price total return -21.6 5.8 36.5 0.7 13.5
Aberforth Smaller Companies NAV total return -19.5 6.5 27.1 3.4 10.4
Morningstar UK Small Cap * Total return -17.0 0.1 16.5 8.1 8.3
Return type 10/07/21 - 22 10/07/22 - 23 10/07/23 - 24 10/07/24 - 25 10/07/25 - 26
Aberforth Smaller Companies Share price total return 7,840 10,580 13,650 10,070 11,350
Morningstar UK Small Cap * Total return 8,300 10,010 11,650 10,810 10,830
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