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

Category UK Small-Cap Equity

Last buy/sell price

907.07p

arrow-up0.80p (+0.09%)

Fund Code

3311301

GB0033113019

Prices updated as at 18 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Low
Morningstar risk	Average
Morningstar rating	star-filledstar-filled
5 - year
Morningstar return	Below Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled

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Source: Fidelity (FIL Investment SVCS (UK) Ltd)

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.

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