CT US Smaller Companies Fund 1 Inc
Category US Small-Cap Equity
Last buy/sell price
4,177.00p
1.00p (+0.02%)
Fund Code
B06PF58
GB00B06PF580
Prices updated as at 19 Apr 2024
Prices in GBX
Investment objective
The Fund aims to achieve long term capital growth, with some income, over the long term (at least 5 years). The Fund invests primarily in equities at least 80% in shares of smaller and medium sized US companies. A US company is one from any economic sector that may be listed, quoted or traded in the US or elsewhere but which is incorporated, domiciled or conducts a significant portion of its business in the US. The Fund may be invested in any industry sector. Smaller and medium sized companies are defined by the investment manager for the Fund as companies with a market capitalisation of less than US$10 billion at the time of purchase.
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 | Thomas Lettenberger |
| 4442 | |
| 3599 | |
| Fund comparative index | Russell 2000 TR GBP |
| North American Smaller Companies | |
| - | |
| 1.65 | |
| 0.13 | |
| - | |
| US Small-Cap Equity | |
| No | |
| Fund provider | Columbia Threadneedle Fund Management Limited |
| Share class launch date | 30 Sep 1983 |
| £58.60m | |
| - | |
| - | |
| - | |
| 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.
