Premier Miton US Smaller Companies Fund B Accumulation

Category US Small-Cap Equity

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

Last buy/sell price

176.40p

arrow-down-0.60p (-0.34%)

Fund Code

MIUBA

BF54H99

GB00BF54H991

Prices updated as at 24 Dec 2024

Prices in GBX

Investment objective

The objective of the Fund is to provide capital growth over the long-term, being five years or more. The Investment Manager aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares of US smaller companies 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Alex Knox, Hugh Grieves
	187.8
	147.2
Fund comparative index	Russell 2000 TR GBP
	North American Smaller Companies
	-
	1.03
	0.84
	0.00
	US Small-Cap Equity
	No
Fund provider	Premier Portfolio Managers Limited
Share class launch date	14 Mar 2018
	£37.08m
	-
	0.00
	-
	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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.