Schroder UK Smaller Companies Fund Z Accumulation GBP
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.723
£0.006 (+0.35%)
Fund Code
SCUKZ
B76V7Z9
GB00B76V7Z98
Prices updated as at 15 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the FTSE UK Series Small Cap ex Investment Trusts (Gross 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 UK companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK and, at the time of purchase, are similar in size to those comprising the bottom 10% by market capitalisation of the UK equities market.
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
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Andrew Brough |
| 1.83 | |
| 1.44 | |
| Fund comparative index | FTSE Small Cap Ex Invest Trust TR GBP |
| UK Smaller Companies | |
| - | |
| 0.91 | |
| 0.13 | |
| 0.00 | |
| UK Small-Cap Equity | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 08 Nov 2011 |
| £288.31m | |
| - | |
| 1.49 | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
