Invesco Global Smaller Companies Fund (UK) (Inc)
Category Global Small/Mid-Cap Equity
Last buy/sell price
3,277.74p
28.79p (+0.89%)
Fund Code
3305326
GB0033053264
Prices updated as at 07 May 2025
|
Prices in GBX
Investment objective
The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of smaller companies, globally. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities, money-market instruments, collective investment schemes (including funds managed by the Invesco group), deposits and cash.
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 | Global Small/Mid-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 14.94 | 14.66 |
31 Mar 15 - 31 Mar 16 | -2.05 | -0.31 |
31 Mar 16 - 31 Mar 17 | 33.56 | 30.70 |
31 Mar 17 - 31 Mar 18 | 5.22 | 4.60 |
31 Mar 18 - 31 Mar 19 | -2.36 | 2.28 |
31 Mar 19 - 31 Mar 20 | -19.20 | -16.04 |
31 Mar 20 - 31 Mar 21 | 73.11 | 59.41 |
31 Mar 21 - 31 Mar 22 | -1.58 | 2.00 |
31 Mar 22 - 31 Mar 23 | -4.98 | -3.75 |
31 Mar 23 - 31 Mar 24 | 11.56 | 10.54 |
31 Mar 24 - 31 Mar 25 | -3.61 | -3.31 |
Trailing returns (%)
Year | This fund | Global Small/Mid-Cap Equity |
---|---|---|
1 Day | 0.89 | 0.20 |
1 Month | 12.08 | 9.77 |
3 Months | -9.58 | -9.58 |
6 Months | -6.90 | -6.54 |
1 Year | -1.72 | -3.05 |
3 Years annualised | 3.14 | 2.01 |
5 Years annualised | 9.88 | 7.29 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.