CT American Smaller Companies Fund(US) Class 1 Accumulation Shares(GBP)

Category US Small-Cap Equity


star-filledstar-filledstar-filledstar-filled
Last buy/sell price

£6.6954

arrow-up£0.073 (+1.11%)

Fund Code

B984W44

GB0001530129

Prices updated as at 12 Dec 2025
|
Prices in GBP

Investment objective
The Fund aims to achieve capital growth over the long term. It also looks to outperform the Russell 2500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of American smaller companies.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerNicolas Janvier, Louis Ubaka
7.09
4.95
Fund comparative indexRussell 2500 TR USD
North American Smaller Companies
-
1.60
0.88
-
US Small-Cap Equity
No
Fund providerThreadneedle Investment Services Ltd
Share class launch date10 Nov 1997
£747.98m
-
-
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.