CT UK Smaller Cap Fund 2 Acc
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,305.00p
9.00p (+0.69%)
Fund Code
FCUSA
0584388
GB0005843882
Prices updated as at 28 Mar 2024
Prices in GBX
Investment objective
The Fund aims to achieve medium to long-term capital growth , with some income, over the medium to long term (at least 3-5 years). The Fund invests primarily in equities at least 70% in shares of smaller UK companies. A UK company is one from any economic sector that may be listed, quoted or traded in the UK or elsewhere but which is incorporated, domiciled or conducts a significant portion of its business in the UK. A smaller company is Smaller sized companies are defined by the investment manager for the Fund as a company within the bottom 10 per cent of the total companies with a market capitalisation of all publicly listed equity in the UK less than £4 billion at the time of purchase. The Fund may invest in any industry sector.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Patrick Newens, Catherine Stanley |
1305 | |
1091 | |
Fund comparative index | Deutsche Numis SC Ex Invt Com TR GBP |
UK Smaller Companies | |
- | |
1.01 | |
0.28 | |
0.00 | |
UK Small-Cap Equity | |
No | |
Fund provider | Columbia Threadneedle Fund Management Limited |
Share class launch date | 04 Feb 1988 |
£20.65m | |
- | |
2.30 | |
- | |
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.