Euan Macdonald
AAA
32 Years of experience
Focus on good companies trading at low multiples
Current firm: Aberforth
Professional background
Fund Manager, Baillie Gifford
Educational background
Masters degree in Finance and International Business, Columbia Business School. Degree in Economics, University of Cambridge.
Performance
9.4%
Manager Annualised Return Since Inception
7.72%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
9.4%
7.72%
1.67%
10Y
7.98%
8.65%
-0.67%
5Y
-0.41%
1.11%
-1.51%
*Inception date: 1/16/1991
Data as at 30 September 2022.
Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Aberforth Smaller Companies Trust
Value investing using fundamental analysis
BenchmarkFTSE UK SMALL EX IT TOTAL
Class-
ISINGB0000066554
AUM1,483,882,750.43 €
Ongoing Charges0.83%
