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Fidelity UK Smaller Companies A Acc

Ranked 7 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

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.

Performance

UK Smaller Companies over : 31/03/2014 - 31/03/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 6.4%
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

30/11/2014

Top 10 Holdings

Stock Size
Electronic Arts Inc ORD 2.76
CLS Holdings PLC 2.66
Speedy Hire PLC ORD 2.47
Brewin Dolphin Holdings PLC ORD 2.44
LXB Retail Properties PLC ORD 2.40
C&C Group PLC ORD 2.38
Lavendon Group PLC ORD 2.33
UDG Healthcare PLC ORD 2.21
Xchanging PLC ORD 2.18
Pendragon PLC ORD 2.14
30/11/2014

Registered For Sale In

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

Fund Info

  • Launch date10/02/2011
  • Share Class size105Mn
  • Base currencyGBP
  • ISIN GB00B3SW2T17

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment3.5

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