abrdn UK Smaller Companies Fund Retail Accumulation
Category UK Small-Cap Equity
Last buy/sell price
789.80p
4.40p (+0.56%)
Fund Code
0433123
GB0004331236
Prices updated as at 07 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 | 0.71 | 0.61 |
| 1 Month | 11.64 | 8.85 |
| 3 Months | -4.32 | -3.28 |
| 6 Months | -4.34 | -4.89 |
| 1 Year | -1.43 | -3.20 |
| 3 Years annualised | -3.28 | -2.46 |
| 5 Years annualised | 0.92 | 5.56 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
