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Fidelity UK Smaller Companies A Acc

Ranked 2 out of 51 in - UK Smaller Companies over 36 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.


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.


UK Smaller Companies over : 31/12/2011 - 31/12/2014

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
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



Top 10 Holdings

Stock Size
Electronic Arts Inc ORD 2.98
Speedy Hire PLC ORD 2.83
Pendragon PLC ORD 2.51
Lavendon Group PLC ORD 2.50
Xchanging PLC ORD 2.49
Brewin Dolphin Holdings PLC ORD 2.38
C&C Group PLC ORD 2.30
UDG Healthcare PLC ORD 2.26
CLS Holdings PLC 2.25
Conygar Investment Co PLC ORD 2.18

Registered For Sale In

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

Fund Info

  • Launch date10/02/2011
  • Share Class size121Mn
  • Base currencyGBP
  • ISIN GB00B3SW2T17

Purchase Info

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


  • Annual management1.5%
  • Initial investment3.5

Related News

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.

FTSE gains but Speedy Hire slides on probe

Hopes the FTSE will end the year well don't include construction services company Speedy Hire which slumps after problems in its are uncovered. 

Trust Insider: Alex Wright has become a sector champ, but can he keep it up?

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AAA-rated Wright banks on Barclays despite shares continued decline

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AAA-rated Wright backs Brewins' top team to deliver

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Dan Nickols: capacity is not yet an issue in my fund

Old Mutual Global Investors’ Dan Nickols believes there is room for another £200 million of inflows into his fund, despite other smaller company vehicles in the sector soft-closing.

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Fidelity’s AAA-rated Wright gets co-manager on small cap fund

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The execution-only platform saw a 320% year-on-year increase in fund inflows with Fidelity UK Smaller Companies its top seller.


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