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Data as at: 09/04/2026

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 29.1 38.1 14.2 101.0
UK Smaller Companies AIC sector Share price total return 25.3 22.3 -5.2 85.9
Aberforth Smaller Companies NAV total return 30.0 34.0 24.9 94.6
UK Smaller Companies AIC sector NAV total return 24.2 21.7 2.3 85.1
Morningstar UK Small Cap * Total return 25.3 27.2 9.0 63.3
Return type 1 year 3 years 5 years 10 years
Aberforth Smaller Companies Share price total return 12,910 13,810 11,420 20,100
UK Smaller Companies AIC sector Share price total return 12,530 12,230 9,480 18,590
Morningstar UK Small Cap * Total return 12,530 12,720 10,900 16,330
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Discrete annual performance (%) Discrete annual performance (£)

Return type 09/04/21 - 22 09/04/22 - 23 09/04/23 - 24 09/04/24 - 25 09/04/25 - 26
Aberforth Smaller Companies Share price total return -9.3 -8.8 15.9 -7.7 29.1
Aberforth Smaller Companies NAV total return 1.3 -8.2 14.0 -9.5 30.0
Morningstar UK Small Cap * Total return -2.8 -11.8 5.8 -5.0 25.3
Return type 09/04/21 - 22 09/04/22 - 23 09/04/23 - 24 09/04/24 - 25 09/04/25 - 26
Aberforth Smaller Companies Share price total return 9,070 9,120 11,590 9,230 12,910
Morningstar UK Small Cap * Total return 9,720 8,820 10,580 9,500 12,530
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