CT UK Smaller Cap Fund 2 Acc

Category UK Small-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

1,309.00p

arrow-up3.00p (+0.23%)

Fund Code

FCUSA

0584388

GB0005843882

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to achieve medium to long-term capital growth , with some income, over the medium to long term (at least 3-5 years). The Fund invests primarily in equities at least 70% in shares of smaller UK companies. A UK company is one from any economic sector that may be listed, quoted or traded in the UK or elsewhere but which is incorporated, domiciled or conducts a significant portion of its business in the UK. A smaller company is Smaller sized companies are defined by the investment manager for the Fund as a company within the bottom 10 per cent of the total companies with a market capitalisation of all publicly listed equity in the UK less than £4 billion at the time of purchase. The Fund may invest in any industry sector.

Annual charges

Product charges
1.01
0.28
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 23 Apr 2024pdf
Key Information Document / Technical Guide 14 Feb 2024pdf
Annual Reports 10 Aug 2023pdf
Annual Short Report 10 Aug 2023pdf
Interim Short Report 31 Jul 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.