UK Small & Mid Cap Equity
AI UK Listed Small and Mid-Cap
Last updated: 2026-03-13
The Verdict
AI UK Listed Small and Mid-Cap charges an expense ratio of 1.00%. On a $100,000 portfolio, that's $1,000 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $750 per year.
Expense Ratio
1.00%
Star Rating
4/ 5
Market Beta
1.36
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
AI UK Listed Small and Mid-Cap charges 1.00% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.75 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
UK Small & Mid Cap Equity Category
Browse all UK Small & Mid Cap Equity funds
UK Small & Mid Cap Equity Rankings
Top-rated UK Small & Mid Cap Equity funds
Our Methodology
How we decode fund strategies
M&G Smaller Companies
2-star rated
Invesco Perpetual UK Small Companies IT
2-star rated
Jupiter UK Smaller Companies Fund
1-star rated
Jupiter UK Mid Cap Fund
2-star rated
Royal London UK Mid Cap Growth
4-star rated
Frequently Asked Questions
What is the expense ratio of AI UK Listed Small and Mid-Cap?
AI UK Listed Small and Mid-Cap has an expense ratio of 1.00%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate AI UK Listed Small and Mid-Cap?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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