Schroder UK Dynamic Smaller Companies Fund A Accumulation GBP

Category UK Small-Cap Equity

Last buy/sell price

£4.53

arrow-up£0.018 (+0.40%)

Fund Code

3109294

GB0031092942

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The fund aims to provide capital growth in excess of the Numis Small Companies Plus AIM excluding Investment Companies Total Return GBP index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of small-sized UK companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK and, at the time of purchase, are similar in size to those comprising the bottom 10% by market capitalisation of the UK equities market.

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

Schroder Unit Trusts Limited

Fund launch date

25 Feb 2002

Domicile

United Kingdom

UCITS

Yes

Lead manager

James Goodman

Lead manager start date

01 Dec 2023

Lead fund manager biography

-Co-fund manager of Prime Diversified UK Equity strategy (effective April 2024) -Fund manager for the Schroder UK Dynamic Smaller Companies Fund, effective 1 December 2023 -Joined the Prime team in 2018 as an analyst -Investment career commenced in 2015 at Cazenove Capital as an Associate Portfolio Manager -CFA charterholder -Degree in Economic History, London School of Economics

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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