Invesco UK Smaller Companies Equity Fund (UK) (Inc)

Category UK Small-Cap Equity

Last buy/sell price

905.06p

arrow-up1.24p (+0.14%)

Fund Code

3311301

GB0033113019

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of smaller companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including non UK companies), money-market instruments, cash, collective investment schemes (including funds managed by the Invesco group), deposits and cash.

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

Invesco Fund Managers Limited

Fund launch date

29 May 1992

Domicile

United Kingdom

UCITS

Yes

Fund manager

Robin West

Manager start date

30 Jun 2023

Fund manager biography

Robin joined Morley in 2004 as a fund manager ion the UK Specialist and Smaller Cap Team. He joined from Oriel Securities where he worked as a small companies analyst. Previously he spent 8 years as a smaller companies fund manager at Invesco. Before that, he spent 5 years at KPMG working on audit and special assignments for a wide variety of clients. Robin has a MA in Natural Sciences from Cambridge University. He has the following professional qualifications: ACA, IMC and CFA

Head office

Perpetual Park, Perpetual Park Drive, Henley-on-Thames,

Oxfordshire

United Kingdom

RG9 1HH,

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