Fidelity UK Smaller Companies A Acc

Ranked 34 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Winton

Alex Wright

Alex Wright was born in Ashton Under Lyne, UK in 1979. He holds a BSc in economics from Warwick University, and began his career at Fidelity as an analyst in 2001. He was promoted to fund manager in 2008. Alex holds the IMC and CFA designations, and outside of fund management, he enjoys football, skiing and music.

Objective

The Fund's investment objective is to achieve long term capital growth from a portfolio primarily made up of the shares of smaller capitalisation United Kingdom Companies. There is no policy to restrict investment to particular economic sectors. The Fund may also invest in other transferable securities, units in collective investment schemes, money market instruments, cash and deposits, derivatives and forward transactions may also be used for investment purposes.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -12.9% -3.7% 6.4% -1.3% -13.9%
2017 21.0% 7.2% 6.4% 1.1% 4.9%
2016 7.7% -1.8% -5.5% 9.5% 5.9%
2015 15.8% 6.4% 5.7% -3.0% 6.2%
2014 1.2% 2.5% -0.8% -1.0% 0.6%
2013 49.4% 16.4% 6.9% 10.2% 9.0%
2012 41.7% 21.0% -7.7% 16.7% 8.7%
2011 -7.8% 1.4% 1.3% -12.6% 2.7%
2010 40.1% 5.9% -3.3% 18.1% 15.8%
2009 93.7% 9.9% 26.7% 31.1% 6.0%
2008 -0.2% -10.4% -22.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
John Laing Group PLC ORD 3.72%
Serco Group PLC ORD 3.60%
Millennium & Copthorne Hotels PLC ORD 2.37%
Meggitt PLC ORD 2.29%
CLS Holdings PLC ORD 2.10%
C&C Group PLC ORD 2.06%
Summit Properties Ltd ORD 1.85%
Ultra Electronics Holdings PLC ORD 1.80%
Synthomer PLC ORD 1.64%
IFG Group PLC ORD 1.63%
31/03/2019

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date10/02/2011
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00B3SW2T17

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).