CT US Smaller Companies

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

CT US Smaller Companies Fund C Inc

Category US Small-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

197.50p

arrow-up1.80p (+0.92%)

Fund Code

FAUSI

B7YDFB9

GB00B7YDFB99

Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
The Fund aims to achieve long term capital growth, with some income, over the long term (at least 5 years). The Fund invests primarily in equities at least 80% in shares of smaller and medium sized US companies. A US company is one from any economic sector that may be listed, quoted or traded in the US or elsewhere but which is incorporated, domiciled or conducts a significant portion of its business in the US. The Fund may be invested in any industry sector. Smaller and medium sized companies are defined by the investment manager for the Fund as companies with a market capitalisation of less than US$10 billion at the time of purchase.
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.
Company name
Columbia Threadneedle Fund Management Limited
Fund launch date
30 Sep 1983
Domicile
United Kingdom
UCITS
Yes
Lead manager
Thomas Lettenberger
Lead manager start date
30 Nov 2018
Lead fund manager biography
Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago.
Head office
Columbia Threadneedle Fund Management Limited
PO Box 9040
United Kingdom
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