FNW Schroder US Smaller Companies Life Fund

Category US Small-Cap Equity
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Last buy/sell price

349.40p

arrow-up-8.69p (+0.00%)

Fund Code

B3KN9F7

GB00B3KN9F79

Prices updated as at 04 Apr 2025
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Prices in GBX
Investment objective
The Fund aims to provide capital growth in excess of the Russell 2000 Lagged (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of small-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 20% by market capitalisation of the North American equity market. The Fund may invest in small-sized Canadian companies.
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.

Annual charges

Product charges
1.67
0.30
No
-
-
-
Minimum investment-

Documents

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No data
Please note that service charges will also apply. Read more about our fees.


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