Fidelity uk smaller companies. Jonathan joined Fidelity as a research analyst in 2005.

Fidelity uk smaller companies 70 / -0. To achieve 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 The Fund aims to increase the value of investor's investment over a period of 5 years or more. Investment objective. 56%) Discount/Premium-10. The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of smaller companies incorporated or listed in the UK. Each share class invests in the same underlying portfolio of securities and has the same objectives. For this purpose, UK The Fund aims to deliver capital growth over the long term (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 The investment objective of the Fund is to grow the value of investor's investment (known as “capital growth”) in excess of the Numis Smaller Companies + AIM Excluding Investment Companies Index Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees The Fund is actively managed, and invests at least 90% of its assets in the shares of companies listed on the London Stock Exchange; predominantly smaller companies traded on the Alternative Investment Market (AIM) or included within the Deutsche Numis Smaller Companies Index ex Investment Companies, that are UK domiciled, or have significant The Fund is actively managed, and invests at least 90% of its assets in the shares of companies listed on the London Stock Exchange; predominantly smaller companies traded on the Alternative Investment Market (AIM) or included within the Deutsche Numis Smaller Companies Index ex Investment Companies, that are UK domiciled, or have significant The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund aims to provide capital growth over at least 5 years. Please note that past performance is not a reliable To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations The Fund aims to increase the value of investor's investment over a period of 5 years or more. 30; Today's Change 2. 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). Key statistics for Aberforth Smaller Companies Trust Plc (GB0000066554GBP) plus portfolio overview, latest price and performance data, expert insights and more Aberforth Smaller Companies Trust Plc (ASL) Category UK Small-Cap Equity. Share class. Over eight years in the pan European team, he covered such diverse sectors as support services, small cap technology, beverages and tobacco. These companies are incorporated, headquartered or which have their principal business activities in the UK, or companies that are listed in the UK and constituents of the Benchmark Index. Investment Objective: Fidelity UK Smaller Companies A-Acc: The Fund aims to increase the value of investor's investment over a period of 5 years or more. 1,264. These can be found Find basic information about the Fidelity Uk Smaller Companies Fund W-accumulation mutual fund such as total assets, risk rating, Min. At least 50% of the Fund will be invested in UK smaller The Fund aims to increase the value of investor's investment over a period of 5 years or more. 10 / 0. Add to watchlist; Add to portfolio; Price (GBX) 385. The Fund invests at least two thirds (but typically significantly more) in shares of smaller companies which are constituents of the Numis Smaller Companies ex-Investment Trusts Index or are listed on the Alternative Investment Market (AIM) exchange and that are incorporated/domiciled in the UK or which have significant business operations in The Fund invests at least two thirds (but typically significantly more) in shares of smaller companies which are constituents of the Numis Smaller Companies ex-Investment Trusts Index or are listed on the Alternative Investment Market (AIM) exchange and that are incorporated/domiciled in the UK or which have significant business operations in UK Smaller Companies (formerly UK Opportunities Fund) launched on 10 February 2011. Matt has a degree in pharmacology and is a CFA 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 In March 2013 he became manager of the Fidelity UK Smaller Companies fund. 1,260. 55%; 1 Year change +8. Fidelity UK Smaller Companies Fund W-Accumulation. The Fund will invest at least 90% in companies which, are incorporated, domiciled or conduct significant business in the United Kingdom (UK). Jonathan joined Fidelity as a research analyst in 2005. At least 80% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in the UK. Morningstar rating. The Fund invests primarily (at least two-thirds) in the shares of UK smaller companies and in related derivatives (financial contracts whose value is linked to the price of the shares of such UK companies). The Fund is actively To provide capital growth over any 7 year period. Important Information The fund will invest at least 60% in smaller sized UK companies (companies which form the smallest 10% of UK listed companies by market capitalisation). To achieve capital growth from UK listed smaller companies and a rising share price over the Fidelity’s view on Unicorn UK Smaller Companies B Inc (GB0031785065) plus portfolio overview, latest price and performance data and more. News 15 Apr, 2015 Small-cap standout: UK equity’s most consistent outperformer. Most Fidelity funds offer more than one share class to investors. The Fund aims to deliver a higher total return (the combination of capital growth and income) than the Deutsche Numis Smaller Companies Index (excluding Investment Companies), net of the Ongoing Charge Figure, over any five year period. The fund invests 80% to 100% in shares of smaller companies which, when first acquired, have a market value of less than USD 10 billion and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, and money market instruments. UK Smaller Companies (formerly UK Opportunities Fund) launched on 10 February 2011. 54%; Data delayed at least 15 minutes, as of Feb 14 2025. The fund primarily invests in a portfolio of UK smaller companies. Jonathan Winton, Fund manager Jonathan Winton has worked at Fidelity for his whole career. The fund primarily invests in a portfolio of UK smaller The fund aims to grow capital over a five year period. 70; Today's Change-0. UK Smaller Companies are UK companies (those incorporated in, domiciled in, or that have significant economic exposure to, the UK) whose The Unicorn UK Smaller Companies Fund aims to achieve long term capital growth by investing primarily in UK companies included within the UK Numis Smaller Companies plus AIM Index. 00p. The Fund aims to increase the value of investor's investment over a period of 5 years or more. This investment trust can be held in an Investment ISA At least 80% of the Fund will be invested in equities of smaller UK companies. 29%; 1 Year change +1. UK Smaller Companies are UK To achieve capital growth. Dividend information for BlackRock UK Smaller Companies A Acc (GB0005811418) plus portfolio overview, latest price and performance data, expert insights and more Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification . Performance is excluding initial charge. The fund invests 80% to 100% in shares of smaller companies and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments and derivatives. These can be found within the To achieve capital growth. Add to watchlist; Add to portfolio; Price (GBX) 404. This fund can be held in an Investment ISA, SIPP and Investment Account The Fund aims to achieve long-term (5 years plus) capital growth. Hot or Not 20, March 2025 Story By Natalia Vasnier. 8% Show More Rated managers Latest Equities - UK Smaller Companies News . The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of smaller companies incorporated or listed in the UK. The Fund is actively To achieve capital growth. Change. To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). At the time of initial investment, a potential investee company must be profitable and no bigger than the largest constituent of the NSCI, which represents the smallest 10% of the UK Stock Market by value. View the latest Fidelity UK Smaller Companies (Class W) Accumulation Fund price and comprehensive overview including objectives, charges and savings. 30 Oct, 2013 Ultimate outperformers: the 10 best managers of the past five years The Fund aims to increase the value of investor's investment over a period of 5 years or more. Matt is an Investment Manager in the UK Small & Mid Cap Equities team. The fund primarily invests in a portfolio of UK smaller The Fund invests at least two thirds (but typically significantly more) in shares of smaller companies which are constituents of the Numis Smaller Companies ex-Investment Trusts Index or are listed on the Alternative Investment Market (AIM) exchange and that are incorporated/domiciled in the UK or which have significant business operations in If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice. 20 / 0. The Fund will invest at least 60% in equities (and their related securities) of smaller sized (companies which form the smallest 1 0% of UK listed companies by market capitalisation) UK companies (those domiciled, incorporated or having significant business in the UK). See key statistics, charges, dividends, portfolio and risk rating for this fund. At least 80% of the Fund is invested in UK smaller companies. Smaller companies are those which are in The fund aims to grow capital over a five year period. Deal. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your at 19 Mar 2025, 17:15 GMT | Prices minimum 15 mins delay | Prices in GBX. those which form the bottom 10% by market capitalisation as defined The Fund aims to deliver capital growth over the long term (5 years or more). To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in small capitalisation European companies (excluding the UK). Between 2005 and 2013 he worked as a Pan-European Fidelity Investment Funds - Fidelity UK Smaller Companies Fund L-INC-GBP. 6072p (-0. Before joining Jupiter, Matt worked at M&G for 11 years, during which time he was a member of the smaller companies team, and was involved in the running of c. Source of fund performance is Fidelity. 37%; Data delayed at least 15 minutes, as of Mar 20 2025. 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 The fund will invest at least 60% in smaller sized UK companies (companies which form the smallest 10% of UK listed companies by market capitalisation). The Fund will invest at least 60% in Fidelity UK Smaller Companies L-Inc 0. Investment Policy: The fund will invest at least 60% in smaller sized UK companies (companies which form the smallest 10% of UK listed companies by market capitalisation). GB00B7VNMB18:GBX. The Fund aims to outperform the Benchmark Index over rolling three year periods after the deduction of all fees and expenses. Hot or Not: Schroders new fund sees £500m inflow. Actions. He was promoted to the role of co- portfolio manager of the Fidelity UK Smaller Companies Fund in February 2013. 90; Today's Change 1. The fund primarily invests in a portfolio of UK smaller The Fund aims to increase the value of investor's investment over a period of 5 years or more. A fund that invests in smaller UK companies with growth potential, managed by Fidelity since 2011. To achieve its investment objective the Company invests predominantly in UK smaller companies with securities admitted to trading on the Main The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of smaller companies incorporated or listed in the UK. Add to watchlist; Add to portfolio; Price (GBX) 105. 59%; Data delayed at least 15 minutes, as of Feb 19 2025. The Fund is actively managed and invests at least 70% in the shares of UK companies that are in the lowest 10% by capitalisation of UK stock markets. The Fund's investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK smaller companies listed on the London Stock Exchange. A fund that invests in smaller UK companies with growth potential and no benchmark. Source of fund performance and volatility and risk measures is Fidelity. However, different share classes may have different UK Smaller Companies (formerly UK Opportunities Fund) launched on 10 February 2011. e. 75%. Fidelity UK Smaller Companies Fund W-Accumulation + Add to watchlist + Add to portfolio. The fund will invest at least 60% in small-capitalisation equities and equity related securities of companies listed, incorporated, or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations Fidelity UK Smaller Companies L-Acc + Add to watchlist + Add to portfolio. To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in small capitalisation UK companies. See the fund's NAV, returns, ratings, portfolio, fees and more on Morningstar. The Unicorn UK Smaller Companies Fund aims to achieve long term capital growth by investing primarily in UK companies included within the UK Numis Smaller Companies plus AIM Index. He has subsequently become co-manager on the Fidelity Special Situations fund and the Fidelity Special Values investment trust. The Company seeks to achieve its objective and to manage risk by investing in a diversified portfolio of quoted UK small companies. The companies will be either Portfolio overview for Fidelity UK Smaller Companies A-Acc (GB00B3SW2T17) plus latest price and performance data, dividend information, expert insights and more The latest fund information for Fidelity UK Smaller Companies W Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. These can be found within the The objective of the Fund is to provide growth above that of the Numis Smaller Companies ex-Investment Companies Index TR, the “Benchmark Index”. n The fund will invest at least 60% in smaller sized UK companies Key statistics for Henderson Smaller Companies Investment Trust (GB0009065060) plus portfolio overview, latest price and performance data, expert insights and more If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised The investment objective is to maximise the total Omnis UK Smaller Companies A GBP Inc Fidelity UK Smaller Companies A-Acc. The objective of the Fund is to provide growth above that of the Numis Smaller Companies ex-Investment Companies Index TR, the “Benchmark Index”. 06 Mar, 2014 The 10 standout sectors of the past five years. The Fund is actively managed, and invests at least 90% of its assets in the shares of companies listed on the London Stock Exchange; predominantly smaller companies traded on the Alternative Investment Market (AIM) or included within the Deutsche Numis Smaller Companies Index ex Investment Companies, that are UK domiciled, or have significant The Fund aims to increase the value of investor's investment over a period of 5 years or more. 13/9/23. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice. star-filled star-filled. £850m of assets. 62 % Morningstar IT UK Smaller Companies. 1,366. arrow-down-7. Portfolio overview for BlackRock UK Smaller Companies Fund D Acc (GB00B4LHDZ30) plus latest price and performance data, dividend information, expert insights and more Smaller companies are those whose market capitalisations (market capitalisation is the share price of the company multiplied by the number of shares issued) are similar to The Fund aims to increase the value of investor's investment over a period of 5 years or more. At least 80% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in a European Portfolio overview for BlackRock UK Smaller Companies A Inc (GB0005811301) plus latest price and performance data, dividend information, expert insights and more Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. L) stock quote, history, news and other vital information to help you with your stock trading and investing. He began his investment career in 2001. 66%; 1 Year change +5. investment, market cap and category. 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 aims to deliver capital growth over the long term (5 years or more). UK companies are those which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK. GB00BQLQ4J50:GBP. These can be found within The Fund aims to increase the value of investor's investment over a period of 5 years or more. Buy. Find the latest Fidelity UK Smaller Companies Fund (GB00B3SW2T17. The Sub-fund will invest at least 70% of the portfolio in shares of UK companies (being companies which are incorporated, domiciled or have the predominant part of their business in the UK) which have a relatively small market capitalisation (i. Performance before this date relates to the FlnstF UK Smaller Companies Fund which launched on 29 February 2008 and merged into the UK Smaller Companies on 10 February 2011. Fidelity UK Smaller Companies L-Acc. 2. At least 75% of the companies held by the Fund will have a market capitalisation of less than £1bn. For this purpose, UK companies are defined as those which are incorporated or domiciled in the UK, or have a significant part of their operations in the UK. Elsewhere, strategies from both Baillie Gifford and Royal London hold on by a thread, with To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The fund primarily invests in a portfolio of UK smaller Key statistics for RGI UK Listed Smaller Companies Fund Fund B Inc (GB00BC4DSV56) plus portfolio overview, latest price and performance data, expert insights and more Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. Investment Objective: Fidelity UK Smaller Companies L-Inc: The Fund aims to increase the value of investor's investment over a period of 5 years or more. Sell. Fidelity UK Smaller Companies Fund a sub -fund of Fidelity Investment Funds A Accumulation Shares (ISIN: GB00B3SW2T17) This fund is managed by FIL Investment Services (UK) Limited n The fund aims to increase the value of your investment over a period of 5 years or more. Key statistics for RGI UK Listed Smaller Companies Fund Fund B Inc (GB00BC4DSV56GBP) plus portfolio overview, latest price and performance data, expert insights and more Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. 1,360. Understanding our share classes. rnopcz oeqp onwkxs jsov qiltzw jtrf xaacb modvhg fgmds gnqo glufrp rjj ykqnv dulin qwih