NAV Price ()
Number of stocks
Risk Indicator

About this fund

Fund objectives

  • The Fund employs a passive management – or indexing – investment approach and seeks to provide long-term capital growth by tracking the performance of the MSCI World Small Cap Index (the “Index”).
  • The Index is comprised of small-sized company stocks in developed markets.
  • The Fund attempts to: 1. Track the performance of the Index by investing in all constituent securities of the Index in the same proportion as the Index. Where not practicable to fully replicate, the Fund will use a sampling process. 2. Remain fully invested except in extraordinary market, political or similar conditions.

Fund facts

Share class inception
02 Sep 2014
Minimum initial investment
£100,000,000.00
Investment structure
Irish UCITS
Share Class Assets'
Total Assets
Strategy
Index
Asset Class
Equity
Domicile
Ireland
Dividend schedule
Tax status
Germany and United Kingdom reporting
Currency
GBP
Legal entity
Vanguard Investment Series PLC
Investment manager

Vanguard Asset Management, Ltd.
Europe Equity Index Team

Benchmark
MSCI World Small Cap Index

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Performance

Risk and Volatility

As at 31 Oct 2025

Beta
Annualized Tracking Error
1 year
3 years
5 years

Please note Beta and R-squared data will only display for funds with 3 full years of history.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Portfolio data

Characteristics
FundamentalsFundBenchmarkAs at
Number of stocks 3,888 3,840 30 Sep 2025
Median market capital 3.9 B 3.9 B 31 Oct 2025
17.8 x 17.8 x 31 Oct 2025
1.9 x 1.9 x 31 Oct 2025
9.2% 9.2% 31 Oct 2025
13.0% 13.0% 31 Oct 2025
Portfolio turnover rate -20.8% 30 Sep 2025
Market allocation

As at 30 Sep 2025

CountryRegionFundBenchmarkVariance +/-
United States of AmericaNorth America 60.86% 60.95% -0.09%
JapanPacific 12.78% 12.79% -0.01%
United KingdomEurope 4.53% 4.61% -0.08%
CanadaNorth America 4.15% 3.89% 0.26%
AustraliaPacific 3.83% 3.80% 0.03%
SwedenEurope 1.80% 1.80% 0.00%
SwitzerlandEurope 1.56% 1.55% 0.01%
GermanyEurope 1.45% 1.46% -0.01%
IsraelMiddle East 1.34% 1.33% 0.01%
FranceEurope 1.19% 1.19% 0.00%
ItalyEurope 1.08% 1.16% -0.08%
SingaporePacific 0.74% 0.74% 0.00%
NorwayEurope 0.73% 0.73% 0.00%
DenmarkEurope 0.68% 0.67% 0.01%
Hong KongPacific 0.62% 0.62% 0.00%
Holdings details

As at 31 Oct 2025

Holding name% of market valueSectorRegionMarket valueShares
Insmed Inc 0.38223% Health Care US £23,753,088.00 125,280
Comfort Systems USA Inc 0.36093% Industrials US £22,429,457.82 23,229
Credo Technology Group Holding Ltd 0.30738% Information Technology US £19,101,404.58 101,809
Bloom Energy Corp 0.30624% Industrials US £19,030,643.52 143,997
Sandisk Corp/DE 0.29088% Information Technology US £18,076,241.05 90,685
Ciena Corp 0.28278% Information Technology US £17,573,107.68 92,529
Astera Labs Inc 0.26073% Information Technology US £16,202,517.24 86,793
Flex Ltd 0.24739% Information Technology US £15,373,355.40 245,895
Curtiss-Wright Corp 0.23816% Industrials US £14,799,720.39 24,843
Coherent Corp 0.21896% Information Technology US £13,606,659.52 103,112

Prices and distribution

Prices

NAV Price (GBP)
£283.96
Change
+£0.020.01%
At closure 14 Nov 2025
NAV 52-week high
£289.50
At closure 16 Nov 2025
NAV 52-week low
£218.85
At closure 16 Nov 2025
NAV 52-week difference
£70.65
Change
+24.40%
At closure 16 Nov 2025
Historical Prices

-

Inception date

02 Sep 2014

Date NAV (GBP)
14 Nov 2025 £283.9615
13 Nov 2025 £283.9422
12 Nov 2025 £289.3221
11 Nov 2025 £287.6569
10 Nov 2025 £287.4517
07 Nov 2025 £284.5189
06 Nov 2025 £283.8646
05 Nov 2025 £287.5884
04 Nov 2025 £285.9992
03 Nov 2025 £287.4354

Distribution history

Distribution frequency

Historical performance 31 Oct 2025

1.51%

All dividends are reinvested for the "Accumulation" shares.

Purchase information

Currency

Base currency: GBP

Fund codes

  • Bloomberg: VNVGSPA
  • Citi: KQ5G
  • ISIN: IE00BPT2BD14
  • MEX ID: VIAAGX
  • SEDOL: BPT2BD1