Aviva Investors UK Listed Small and Mid Cap Fund

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There is only one type of share class for this fund.

Aviva Investors UK Listed Small and Mid-Cap Fund 2 GBP Acc

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

377.21p

arrow-up1.98p (+0.53%)

Fund Code

NUUGA

0446057

GB0004460571

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Fund aims to grow investors investment and provide an average annual net return greater than the FTSE® 250 ex Investment Trust Index (the “Index”) over a rolling 5 year period by investing in shares of small and medium sized UK companies. At least 80% of the Fund will be invested in shares of small and medium-sized UK companies (incorporated or domiciled in the UK), or non-UK small and medium-sized companies which are listed in the UK or which have significant trading activities in the UK.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Aviva Investors UK Fund Services Limited

Fund launch date

01 Jun 1989

Domicile

United Kingdom

UCITS

Yes

Lead manager

Charlotte Meyrick

Lead manager start date

01 Jan 2016

Lead fund manager biography

Charlotte manages the Aviva Investors Small and Mid-Cap Equity Fund. Charlotte joined the investment industry in June 2012 as a UK equity analyst as part of the Aviva Investors graduate training scheme providing analytical and research coverage of the retail and leisure sectors. Charlotte holds a BSc in Business Administration from Bath University, and is a CFA® charterholder.

Lead manager

Mathew Parker

Lead manager start date

29 Apr 2024

Lead fund manager biography

Mathew is co-manager on the Aviva Investors UK Equity Unconstrained UK Small and Mid-Cap Funds. Prior to joining Aviva Investors, Mathew was a fund manager at Columbia Threadneedle Investments, where he led on both a UK All Cap and UK Mid Cap equity strategy, including as lead fund manager of the CT Universal MAP UK equity fund range. Before this, he worked at BMO Global Asset Management as an equity analyst, primarily looking at emerging markets, before switching to the UK listed equity space in 2015. Mathew started his career at F&C Asset Management. He holds a BSc in Financial Economics from Birkbeck, University of London, has completed all levels of the CFA Program, and has been awarded the Certificate in ESG Investing, CFA Institute, 2024.

Head office

80 Fenchurch Street

London

United Kingdom

EC3M 4AE

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Important Information

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