CT American Smaller Companies Fund

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

CT American Smaller Companies Fund(US) Z Accumulation GBP

Category US Small-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£4.7839

arrow-down£-0.032 (-0.66%)

Fund Code

THCAZ

B8358Z8

GB00B8358Z89

Prices updated as at 18 Apr 2024
|
Prices in GBP
Investment objective
The Fund aims to achieve capital growth over the long term. It also looks to outperform the Russell 2500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of American smaller companies.
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.
Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerNicolas Janvier, Louis Ubaka
5.11
4.28
Fund comparative indexRussell 2500 TR USD
North American Smaller Companies
-
0.88
0.71
0.00
US Small-Cap Equity
No
Fund providerThreadneedle Investment Services Ltd
Share class launch date01 Oct 2012
£946.10m
-
0.28
-
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.