FTF ClearBridge UK Smaller Companies Fund W (Acc)

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.713

arrow-down£-0.002 (-0.07%)

Fund Code

BWUSW

B7FFF70

GB00B7FFF708

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to increase in value through investment growth by more than the Numis Smaller Companies exInvestment Trusts Index over periods of five years after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in shares of smaller companies which are constituents of the Numis Smaller Companies ex-Investment Trusts Index or are listed on the Alternative Investment Market (AIM) exchange and that are incorporated/domiciled in the UK or which have significant business operations in the UK.

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

Franklin Templeton Fund Management Ltd

Fund launch date

31 May 2012

Domicile

United Kingdom

UCITS

Yes

Lead manager

Richard Bullas

Lead manager start date

22 Jun 2012

Lead fund manager biography

Fund manager

Daniel Green

Manager start date

01 Dec 2017

Fund manager biography

Dan Green is an Equity Research Analyst for the Franklin UK Equity Team, focussing on UK Small- and Mid-cap equities. Dan joined Franklin Templeton Investments in September 2015. Dan began his career with PwC working predominately with Financial Services clients before joining JP Morgan to work as Equity Derivatives Analyst. His role prior to Franklin Templeton Investments was at Deutsche Bank where he was Assistant Vice President in the Valuations team. Dan holds a Bachelor of Laws (Hons) from the University of Sheffield. He also holds an Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Head office

-

London

United Kingdom

WC2N 6HT

Got a question?

Get in touch

we're here to help:

-

Mon-Fri 8am to 6pm

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.