WS Amati UK Listed Smaller Companies B Acc
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,136.37p
3.19p (+0.28%)
Fund Code
NOSCA
B2NG4R3
GB00B2NG4R39
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
The Fund aims to provide capital growth over the long term (periods of 5 years or more). At least 80% of the Fund will typically be invested in shares, equity-related securities or bonds in or issued by UK smaller companies. For these purposes, UK companies are companies incorporated or domiciled in the UK, or companies that are listed, quoted or admitted in the UK. Smaller companies are companies which form the bottom 10% of the UK equity market by market capitalisation.
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 | -0.23 | -2.02 |
31 Mar 15 - 31 Mar 16 | 19.60 | 8.81 |
31 Mar 16 - 31 Mar 17 | 25.28 | 18.14 |
31 Mar 17 - 31 Mar 18 | 23.41 | 13.74 |
31 Mar 18 - 31 Mar 19 | 3.32 | -2.81 |
31 Mar 19 - 31 Mar 20 | -17.15 | -17.82 |
31 Mar 20 - 31 Mar 21 | 72.70 | 65.89 |
31 Mar 21 - 31 Mar 22 | -8.17 | -0.70 |
31 Mar 22 - 31 Mar 23 | -21.90 | -15.93 |
31 Mar 23 - 31 Mar 24 | -1.08 | 4.03 |
31 Mar 24 - 31 Mar 25 | -5.18 | -3.04 |
Trailing returns (%)
Year | This fund | UK Small-Cap Equity |
---|---|---|
1 Day | 0.28 | 0.27 |
1 Month | 17.28 | 14.14 |
3 Months | 3.06 | -1.06 |
6 Months | -2.26 | -2.52 |
1 Year | -3.48 | -2.82 |
3 Years annualised | -5.81 | -1.14 |
5 Years annualised | 1.33 | 5.89 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.