AXA Framlington UK Smaller Companies Fund - Z Accumulation

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

304.60p

arrow-up1.00p (+0.33%)

Fund Code

FMSCA

B7MMLM1

GB00B7MMLM18

Prices updated as at 06 Jan 2025

Prices in GBX

Investment objective

The aim of this Fund is to provide long-term capital growth over a period of 5 years or more. The Fund has at least 70% of its investments in shares of companies domiciled, incorporated or having significant business in the UK which the Manager believes will provide above-average returns. The Fund invests primarily in small companies. The Manager selects shares based upon analysis of a company’s financial status, quality of its management, expected profitability and prospects for growth.

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.

Fund status	Open
Fund type	Unit Trust
Fund manager	Chris St-John, Dan Harlow
	318.2
	271.4
Fund comparative index	FTSE Small Cap Ex Invest Trust TR GBP
	UK Smaller Companies
	-
	0.84
	0.18
	0.00
	UK Small-Cap Equity
	No
Fund provider	AXA Investment Managers UK Ltd
Share class launch date	16 Apr 2012
	£93.24m
	-
	1.50
	-
	Semi-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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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