VT Downing Small & Mid-Cap Income Fund

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VT Downing Small & Mid-Cap Income Fund Inc

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

115.433p

arrow-down-0.377p (-0.33%)

Fund Code

MIMII

B625QM8

GB00B625QM82

Prices updated as at 27 May 2025
|
Prices in GBX
Investment objective
The investment objective of the Fund is to achieve a quarterly income, together with capital growth over the long term (5 years). The Fund aims to meet its objective by investing at least 80% in shares of small (those with a market capitalisation of less than £1 billion)and medium sized (those with a market capitalisation of less than £5 billion)companieswhich are domiciled in, have their head office located in, or (which if not established in the UK) exercise the significant part of their business in the UK and which the Manager considers to have the ability to increase returns over time.
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.
Company name
Valu-Trac Investment Management Limited
Fund launch date
14 Jun 2010
Domicile
United Kingdom
UCITS
Yes
Lead manager
Josh McCathie
Lead manager start date
12 Apr 2021
Lead fund manager biography
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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