Invesco UK Smaller Companies Equity Fund UK

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Invesco UK Smaller Companies Equity Fund (UK) Z (Acc)

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

507.86p

arrow-up4.43p (+0.88%)

Fund Code

INUCA

B8N46H3

GB00B8N46H36

Prices updated as at 07 May 2025
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Prices in GBX
Investment objective
The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of smaller companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including non UK companies), money-market instruments, cash, collective investment schemes (including funds managed by the Invesco group), deposits and cash.
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 153.25-2.02
31 Mar 15 - 31 Mar 1611.328.81
31 Mar 16 - 31 Mar 1724.1018.14
31 Mar 17 - 31 Mar 1813.3013.74
31 Mar 18 - 31 Mar 191.80-2.81
31 Mar 19 - 31 Mar 20-13.44-17.82
31 Mar 20 - 31 Mar 2152.4865.89
31 Mar 21 - 31 Mar 222.39-0.70
31 Mar 22 - 31 Mar 23-17.03-15.93
31 Mar 23 - 31 Mar 24-2.064.03
31 Mar 24 - 31 Mar 25-8.55-3.04

Trailing returns (%)

YearThis fundUK Small-Cap Equity
1 Day0.880.60
1 Month13.7713.47
3 Months-4.12-2.23
6 Months-10.67-4.21
1 Year-8.21-3.40
3 Years annualised-6.58-2.27
5 Years annualised2.695.65
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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