Aegon UK Smaller Companies Fund GBP B Acc
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
353.22p
8.228p (+2.39%)
Fund Code
AEKSA
B142FS1
GB00B142FS18
Prices updated as at 14 Apr 2025
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Prices in GBX
Investment objective
The investment objective is to provide a combination of income and capital growth over any 7 year period. At least 80% of the Fund will be invested in equities of smaller UK companies. UK companies are those which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK. Smaller companies are those which are in the bottom 10% by market capitalisation. The Fund is actively managed and, at any one time, the scope of investment may be themed by industry, size or style to take advantage of opportunities identified by the ACD. The Fund will place emphasis on stocks which deliver premium profit growth combined with positive earnings momentum.
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
Company name
Aegon Asset Management UK PLC
Fund launch date
01 Jun 2006
Domicile
United Kingdom
UCITS
Yes
Fund manager
Elaine Morgan
Manager start date
01 Jun 2006
Fund manager biography
Elaine Morgan is an investment manager in the UK Equities team with responsibility for managing several funds. In addition, Elaine has analysis duties for the construction, household goods, software & computer services and renewables sectors, and is a small-cap specialist. She joined the industry and us in 1988 straight from the University of Edinburgh, where she studied Economics with Law, and gained her IIMR qualification in 1990.
Head office
3 Lochside Crescent
Edinburgh
United Kingdom
EH12 9SA
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