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Fidelity UK Smaller Companies A Acc

Ranked 19 out of 50 in - UK Smaller Companies over 36 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 : 30/04/2013 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.7%
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

31/12/2015

Top 10 Holdings

Stock Size
Fidelity Institutional Liquidity GBP A Flex Dis 7.96
Ultra Electronics Holdings PLC ORD 2.50
ICAP PLC ORD 2.49
Rank Group PLC ORD 2.45
Brewin Dolphin Holdings PLC ORD 2.42
UDG Healthcare PLC ORD 2.17
CLS Holdings PLC 2.00
HomeServe PLC ORD 1.99
Regus plc ORD 1.90
Synthomer PLC ORD 1.88
31/12/2015

Registered For Sale In

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

Fund Info

  • Launch date10/02/2011
  • Share Class size51Mn
  • Base currencyGBP
  • ISIN GB00B3SW2T17

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.5

Related News

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Fidelity's Alex Wright brands HSBC a 'laggard'

The Citywire AAA-rated manager has scaled back his exposure to HSBC feeling it is lagging its peers in terms of positive change.

Are banks a buy, as Carney hints of New Year rate rise?

Banks are making a bold return to the portfolios of many UK equity fund managers.

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Taxicab Tenner: Fidelity's Alex Wright on what makes a special sit

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Fidelity reopens Alex Wright's small cap fund

Fidelity is to reopen Citywire AAA-rated Alex Wright's top performing £260 million UK Smaller Companies fund.

Star fund managers react to bumper Ashcourt Rowan/Towry deal

The Citywire-rated small-cap teams at Fidelity and Miton have realised significant value from the £97 million deal.

Hedgie makes fortune from Towry's £97m Ashcourt Rowan deal

Polygan Capital Partners' 29% stake in Ashcourt Rowan is worth significantly more after Towry launched a bid at a 60% premium.

Who bought & sold Brewin after £32m tech writedown

Brewin Dolphin continues to be backed by a host of star fund managers and there was interesting trading in the stock after it revealed it would take a hit from a failed IT system.

Fidelity’s director of research retires

David Croft has retired from his role as director of research at Fidelity after seven years at the firm.

...more...

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