Jupiter UK Smaller Companies Fund U1 GBP Inc

Category UK Small-Cap Equity

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

Last buy/sell price

£1.5134

arrow-down£-0.021 (-1.36%)

Fund Code

OLUUA

BHBX8T1

GB00BHBX8T19

Prices updated as at 09 Jan 2025

Prices in GBP

Investment objective

To achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies.

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.

Our view

This Old Mutual UK Smaller Companies Fund aims to provide capital growth from investing primarily in a portfolio of UK smaller companies and is managed by Dan Nickols.

Nickols notes that about 22 analysts follow each company on the FTSE 100 large-cap index, while only three follow the average UK smaller company. Less coverage means that the manager has a higher chance of finding a gem which others have missed or misunderstood.

Nickols blends ‘top-down’ macroeconomic analysis with ‘bottom-up’ company-specific research.

Important Information

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