Fidelity UK Smaller Companies W Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.36%
  • 3 Year sharpe0.71
  • 3 Year alpha2.86
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.91%
  • IA SectorUK Smaller Companies
  • Manager GroupFidelity
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to increase the value of your 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.

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