Fidelity UK Smaller Companies Fund

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

Fidelity UK Smaller Companies Fund W-Accumulation

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

386.60p

arrow-up2.90p (+0.76%)

Fund Code

WUSCA

B7VNMB1

GB00B7VNMB18

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 60% in equities (and their related securities) of smaller sized (companies which form the smallest 10% of UK listed companies by market capitalisation) UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. The Investment Manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market but is not restricted in terms of industry. The Fund is actively managed without reference to a benchmark.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJonathan Winton
387.2
334.5
Fund comparative indexDeutsche Numis SC Ex Invt Com TR GBP
UK Smaller Companies
-
0.92
0.26
0.00
UK Small-Cap Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date15 Oct 2012
£625.26m
-
2.10
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.