abrdn UK Smaller Companies Fund Retail Accumulation
Category UK Small-Cap Equity
Last buy/sell price
804.90p
3.30p (+0.41%)
Fund Code
0433123
GB0004331236
Prices updated as at 23 May 2025
|
Prices in GBX
Investment objective
To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there.
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
Annual performance (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | -4.22 | -2.02 |
| 31 Mar 15 - 31 Mar 16 | 16.35 | 8.81 |
| 31 Mar 16 - 31 Mar 17 | 16.23 | 18.14 |
| 31 Mar 17 - 31 Mar 18 | 19.96 | 13.74 |
| 31 Mar 18 - 31 Mar 19 | 1.46 | -2.81 |
| 31 Mar 19 - 31 Mar 20 | -4.09 | -17.82 |
| 31 Mar 20 - 31 Mar 21 | 39.32 | 65.89 |
| 31 Mar 21 - 31 Mar 22 | 3.57 | -0.70 |
| 31 Mar 22 - 31 Mar 23 | -25.87 | -15.93 |
| 31 Mar 23 - 31 Mar 24 | 4.68 | 4.03 |
| 31 Mar 24 - 31 Mar 25 | -3.88 | -3.04 |
Trailing returns (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 1 Day | 0.41 | 0.41 |
| 1 Month | 8.46 | 8.81 |
| 3 Months | -0.86 | 1.33 |
| 6 Months | -0.56 | 0.42 |
| 1 Year | -3.86 | -4.07 |
| 3 Years annualised | -2.93 | -0.91 |
| 5 Years annualised | 0.57 | 6.08 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
