This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,447.90p
5.06p (+0.35%)
Fund Code
MGUWI
B3R2HL9
GB00B3R2HL98
Prices updated as at 17 Jul 2025
Prices in GBX
Investment objective
The Fund aims torovide a higher total return (capital growth plus income), net of the Ongoing Charge Figure, than that of the FTSE Custom All-Share ex IT Exclusions 5% Capped Index over any five-year period, and as its Sustainability Goal, support the mitigation of climate change by investing at least 70% of the Fund in companies that contribute towards the Paris Agreement climate change goal and have the potential to reduce their contribution to climate change determined by their potential to decarbonise their operations over time and ultimately reach Net Zero. The Fund invests at least 80% of its Net Asset Value in the equity securities and equity-related instruments of companies across any sector and market capitalisation that are incorporated, domiciled or listed in the UK. The Fund has a concentrated portfolio and usually holds fewer than 50 companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
M&G Securities Ltd
Fund launch date
17 Dec 1968
Domicile
United Kingdom
UCITS
Yes
Lead manager
Garfield Kiff
Lead manager start date
17 Jun 2024
Lead fund manager biography
Garfield Kiff started managing the M&G Smaller Companies strategy in June 2015. Garfield joined M&G in 2000 from PricewaterhouseCoopers as a smaller companies analyst. He was deputy manager of the M&G Recovery strategy from 2002 until 2008, and managed the Prudential Pooled Pensions Smaller Companies strategy between 2003 and 2008. Garfield was manager of the M&G UK Growth strategy between 2007 and 2012. He became deputy manager of the UK Select strategy in 2012, when the two strategies merged. Garfield graduated from the University of Liverpool with a first class honours degree in economics in 1996 and is a CFA charterholder.
Fund manager
Rory Alexander
Manager start date
03 May 2019
Fund manager biography
Rory Alexander joined M&G’s Equity Research team in 2008 as an analyst covering global transport. Over time, he added support services, media and consumer staples to his sector responsibilities, until June 2015 when he became an embedded research analyst with the UK Equities team. Since 2019, he has been managing M&G’s UK Select strategy and has been the deputy manager of the Smaller Companies strategy. Prior to joining M&G, Rory worked for St James's Place Partnership. He graduated from Bath University in 2008 with a BSc (Hons) in economics.
Head office
10 Fenchurch Avenue
London
United Kingdom
EC3M 5AG
Got a question?
Get in touch
we're here to help:
+44 (0)800 390 390
Mon-Fri 8am to 6pm