TM Stonehage Fleming AIM Fund

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

TM Stonehage Fleming AIM Fund B

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

349.50p

arrow-up1.10p (+0.32%)

Fund Code

CAAMI

B0JX3Z5

GB00B0JX3Z52

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
The objective of the Fund is to achieve long-term (5 year rolling period) capital growth, net of fees. The Fund focusses (90% - 100%) on equities listed on the UK Alternative Investment Market (AIM). This will be achieved by investing in a diversified portfolio of shares spread across any sector of AIM. The Fund can also accommodate investments in shares that have been subsequently transferred from the AIM market to a full listing. However, these investments would only form a small part of the portfolio and generally would not be greater than 10% of the total fund assets.
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.

Annual charges

Product charges
0.67
0.08
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Feb 2024pdf
Annual Reports 15 Nov 2022pdf
Annual Short Report 15 Nov 2022pdf
Interim Short Report 31 Aug 2022pdf
Please note that service charges will also apply. Read more about our fees.

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.