Quick Stats

Bid Price - Offer Price -
Mid Price GBX 277.40 Day Change GBX -0.30 (-0.11%)
Price Date 23 Feb 2018 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.19 Fund Size 416,000,000.00
Launch Date 29/02/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector UK Smaller Companies
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.19
ISIN GB00B3P1W132 Min TopUp (£) 250.00

Fund Objective

The fund aims to provide long-term capital growth. It invests primarily in the shares of smaller capitalisation UK companies and has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. It can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. May also make extensive use of derivatives including more complex instruments or strategies to achieve the investment objective and these may result in leverage. In such situations performance may rise or fall more than it would have done otherwise, reflecting such additional exposure.

Fund Managers

Alex Wright
Alex Wright has 10 years investment experience. He joined Fidelity as an analyst in 2001 and was promoted to portfolio manager in February 2008. Alex had previously run an internal European financials pilot fund (For 6 months in 2006) and the predecessor to UK Smaller Companies, a UK small cap pilot fund, for 8 months from mid 2007 until March 2008. He also manages a Fidelity pilot fund (AUM $1m) benchmarked vs the FTSE All Share index. Alex graduated from Warwick University with 1st class HoNours degree in EcoNomics in 2001 and a CFA Charterholder.
Jonathan Winton
Jonathan Winton is a London based portfolio manager who has 8 years of experience. Jonathan has done his BA Hons Politics in University of Nottingham. Previously he was managing Pan European Beverages & Tobacco(2011-2013), Pan European Small Cap Technology(2008-2011), Pan European Support Services(2005-2008). Jonathan started managing from February 2013.