Invesco UK Smaller Companies Equity Fund (UK) (Inc)

Category UK Small-Cap Equity
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Last buy/sell price

918.70p

arrow-up0.72p (+0.08%)

Fund Code

3311301

GB0033113019

Prices updated as at 14 May 2025
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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 incorporated, domiciled or carrying out the main part of their economic activity in the UK. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including non UK companies), money-market instruments, cash, 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

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