Fidelity UK Smaller Companies Fund

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

Fidelity UK Smaller Companies L-Acc

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

107.50p

arrow-up0.10p (+0.09%)

Fund Code

LFUS

BQLQ4J5

GB00BQLQ4J50

Prices updated as at 13 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.
Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJonathan Winton
115.6
91.61
Fund comparative indexDeutsche Numis SC Ex Invt Com TR GBP
UK Smaller Companies
-
0.75
0.19
0.00
UK Small-Cap Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date08 Mar 2023
£617.75m
-
-
-
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.


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