Royal London UK Smaller Companies Fund

Select share classes
There is only one type of share class for this fund.

Royal London UK Smaller Companies M

Category UK Small-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

268.80p/268.80p

arrow-up0.10p (+0.04%)

Fund Code

ROSMA

B3NQHL5

GB00B3NQHL55

Prices updated as at 03 Jan 2025
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Prices in GBX
Investment objective
The Fund's investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK smaller companies listed on the London Stock Exchange. At least 50% of the Fund will be invested in UK smaller companies (defined as companies that sit in the bottom 10% of the FTSE All-Share Index by market capitalisation or are listed on the Alternative Investment Market (AIM) of the London Stock Exchange). A UK company is one that is domiciled in the UK, or which has significant UK business operations. Up to 30% of the Fund's assets may be invested in the shares of smaller companies that are not UK companies, but which are listed in the UK.
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.

Growth chart of 1,000

Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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