CT UK Smaller Companies

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

CT UK Smaller Companies Fund Z Income GBP

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

£2.4295

arrow-up£0.005 (+0.21%)

Fund Code

THIUZ

B7JL4Y4

GB00B7JL4Y45

Prices updated as at 06 May 2025
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Prices in GBP
Investment objective
The Fund aims to achieve capital growth over the long term. It looks to outperform the Deutsche Numis Smaller Companies Index ex Investment Companies over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in the shares of companies listed on the London Stock Exchange; predominantly smaller companies traded on the Alternative Investment Market (AIM) or included within the Deutsche Numis Smaller Companies Index ex Investment Companies, that are UK domiciled, or have significant UK business operations.
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 performance (%)

YearThis fundUK Small-Cap Equity
31 Mar 14 - 31 Mar 154.94-2.02
31 Mar 15 - 31 Mar 1615.218.81
31 Mar 16 - 31 Mar 1719.0318.14
31 Mar 17 - 31 Mar 1813.3313.74
31 Mar 18 - 31 Mar 19-6.50-2.81
31 Mar 19 - 31 Mar 20-8.66-17.82
31 Mar 20 - 31 Mar 2163.8265.89
31 Mar 21 - 31 Mar 22-8.06-0.70
31 Mar 22 - 31 Mar 23-15.41-15.93
31 Mar 23 - 31 Mar 245.834.03
31 Mar 24 - 31 Mar 25-6.90-3.04

Trailing returns (%)

YearThis fundUK Small-Cap Equity
1 Day0.210.61
1 Month9.238.85
3 Months-7.43-3.28
6 Months-9.36-4.89
1 Year-5.13-3.20
3 Years annualised-3.27-2.46
5 Years annualised3.825.56
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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