≡ Menu

Why small value is worth investing in [Members]

by The Accumulator on June 10, 2025

Fancy a whistlestop tour of the evidence that the small value risk factor is worth investing in? Who wouldn’t?

Small value is the market-beating factor that graces many a sophisticated model portfolio. Yet it’s long remained tantalisingly out of reach for UK DIY investors hankering after a simple solution. 

This article can be read by selected Monevator members. Please see our membership plans and consider joining! Already a member? Sign in here.

You might also like

Comments on this entry are closed.

  • Mogul
     1 Brod June 10, 2025, 10:18 pm

    @TA – excellent as always. Thank you.

    Are you able to cludge togeth… errr… scientifically deduce indicative returns of holding say 100% Global LC tracker (inc. US) and say 50/50 and 75/25 All World tracker and All World SCV? Is there a sweet spot for the mix?

    Over the last 5 years I reckon, back of the envelope, 100% Global LC about 9%, 50/50 about 8% and 75/25 somewhere in between? Are you able to go further back than that? Could you? Purleeze!!!

    There also was a Saturday reading link a few weeks ago (sorry, can’t find it) that suggested over 10 years it’s a bit of a wash as market beta overwhelms all the factor returns. What are your thoughts on that? Though I guess to get to the long run we’ve got to survive the short run so it might help when LC falters.

Previous post:

Monevator is a place for my thoughts on money and investing. Read our disclaimer. Subscribe to get all our free posts via email. Follow us on Twitter, Facebook, or via RSS. You can also send us a message.

Copyright © 2007-2025 Monevator. All rights reserved.


Disclaimer: All content is for informational purposes only. I make no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors or omissions or any damages arising from its display or use. Full disclaimer and privacy policy. This site uses cookies and features affiliate links.