Onward Opportunities Limited (ONWD)

Category UK Small-Cap Equity
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Sell

121.00p

Buy

124.00p

arrow-down-1.50p (-1.21%)

Discount/Premium

+6.90%

Estimated NAV

114.59p

Prices updated at 02 Apr 2026, 16:11 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
The Company will seek to generate risk-adjusted absolute returns for Shareholders through investments in UK smaller companies.The Company will seek to achieve its investment objective by investing primarily in equity and equity-related securities of UK smaller companies that are predominantly listed or admitted to trading on markets operated by the London Stock Exchange, and where it is considered that there is a material potential valuation upside that can be delivered from catalysing strategic, operational or management initiatives.
FTSE All-Share
arrow-up0.59%
LSE
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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.

Portfolio as of 28/02/2026

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Top 10 holdings

1
Audioboom Group PLC
Sector
-
Country
United States
% of assets
9.65462
2
Angling Direct PLC
Sector
-
Country
United Kingdom
% of assets
8.15385
3
Fintel PLC
Sector
-
Country
United Kingdom
% of assets
7.73434
4
Springfield Properties PLC Ordinary Shares
Sector
-
Country
United Kingdom
% of assets
6.66745
5
Likewise Group PLC
Sector
-
Country
United Kingdom
% of assets
6.66353
6
Synectics PLC
Sector
-
Country
United Kingdom
% of assets
6.01138
7
Mincon Group PLC
Sector
-
Country
Ireland
% of assets
5.83924
8
RentGuarantor Holdings PLC
Sector
-
Country
United Kingdom
% of assets
5.68499
9
Alumasc Group PLC
Sector
-
Country
United Kingdom
% of assets
5.55137
10
Pebble Beach Systems Group PLC
Sector
-
Country
United Kingdom
% of assets
5.4429
Assets in top 10 holdings %

67.40%

Total no. of equity holdings

21.00

Total no. of bond holdings

-

Stock sectors

Onward Opportunities Limited
UK Small-Cap Equity

41.14%

Basic materials

-
-

Con cyclical

28.73%
-

Financial svs

3.18%
-

Real estate

9.23%
-

52.88%

Comm services

14.59%
-

Energy

-
-

Industrials

28.09%
-

Technology

10.21%
-

5.98%

Con defensive

-
-

Healthcare

-
-

Utilities

5.98%
-


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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