Fidelity UK Smaller Companies Fund W-Accumulation
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
402.30p
0.50p (+0.12%)
Fund Code
WUSCA
B7VNMB1
GB00B7VNMB18
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 60% in equities (and their related securities) of smaller sized (companies which form the smallest 10% of UK listed companies by market capitalisation) UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. The Investment Manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market but is not restricted in terms of industry. The Fund is actively managed without reference to a benchmark.
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
Annual performance (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 5.84 | -2.02 |
| 31 Mar 15 - 31 Mar 16 | 7.77 | 8.81 |
| 31 Mar 16 - 31 Mar 17 | 18.33 | 18.14 |
| 31 Mar 17 - 31 Mar 18 | 9.58 | 13.74 |
| 31 Mar 18 - 31 Mar 19 | -2.70 | -2.81 |
| 31 Mar 19 - 31 Mar 20 | -25.91 | -17.82 |
| 31 Mar 20 - 31 Mar 21 | 80.61 | 65.89 |
| 31 Mar 21 - 31 Mar 22 | 12.31 | -0.70 |
| 31 Mar 22 - 31 Mar 23 | -0.19 | -15.93 |
| 31 Mar 23 - 31 Mar 24 | 6.68 | 4.03 |
| 31 Mar 24 - 31 Mar 25 | -3.23 | -3.04 |
Trailing returns (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 1 Day | 0.12 | 0.27 |
| 1 Month | 16.31 | 14.14 |
| 3 Months | -0.15 | -1.06 |
| 6 Months | 1.21 | -2.52 |
| 1 Year | -2.31 | -2.82 |
| 3 Years annualised | 5.69 | -1.14 |
| 5 Years annualised | 15.33 | 5.89 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
