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

304.90p

arrow-up0.10p (+0.03%)

Fund Code

FMSCA

B7MMLM1

GB00B7MMLM18

Prices updated as at 15 Nov 2024

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.

Annual performance (%)

Year	This fund	UK Small-Cap Equity
30 Sep 13 - 30 Sep 14	15.01	7.90
30 Sep 14 - 30 Sep 15	22.83	12.39
30 Sep 15 - 30 Sep 16	7.45	7.33
30 Sep 16 - 30 Sep 17	28.09	24.87
30 Sep 17 - 30 Sep 18	8.46	9.57
30 Sep 18 - 30 Sep 19	-5.59	-6.87
30 Sep 19 - 30 Sep 20	0.18	-0.12
30 Sep 20 - 30 Sep 21	56.04	50.40
30 Sep 21 - 30 Sep 22	-42.60	-30.58
30 Sep 22 - 30 Sep 23	2.09	1.86
30 Sep 23 - 30 Sep 24	19.32	14.57

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	0.03	0.34
1 Month	0.16	-0.38
3 Months	-1.23	-4.08
6 Months	0.96	-1.90
1 Year	17.86	13.52
3 Years annualised	-10.83	-6.94
5 Years annualised	1.17	3.35

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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