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Fidelity Uk Smaller Companies Fund W-accumulation (0P0000WUU2)

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3.979 +0.080    +2.03%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 635.89M
Type:  Fund
Market:  United Kingdom
Issuer:  FIL Investment Services (UK) Ltd
ISIN:  GB00B7VNMB18 
Asset Class:  Equity
Fidelity UK Smaller Companies Fund W-Accumulation 3.979 +0.080 +2.03%

0P0000WUU2 Overview

 
On this page you'll find an in-depth profile of Fidelity Uk Smaller Companies Fund W-accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000WUU2 among other information.
Category

UK Small-Cap Equity

Total Assets

635.89M

Expenses

Inception Date

10-15-2012

Investment Strategy

The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 60% in equities (and their related securities) of smaller sized (companies which form the smallest 10% of UK listed companies by market capitalisation) UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. The Investment Manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market but is not restricted in terms of industry. The Fund is actively managed without reference to a benchmark.

Contact Information

Address Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom
Phone (+44) 08003686868

Top Executives

Name Title Since Until
Jonathan Winton Co-Portfolio Manager 2014 Now
Biography Jonathan joined Fidelity as a research analyst in 2005. Over eight years in the pan European team, he covered such diverse sectors as support services, small cap technology, beverages and tobacco. He was promoted to the role of co- portfolio manager of the Fidelity UK Smaller Companies Fund in February 2013. Jonathan holds a BA (Hons) degree in Politics from the University of Nottingham.
Jac Jones - 2020 2022
Alexander B. Wright - 2011 2019
Biography Alex Wright has 13 years of investment experience. He joined Fidelity in 2001 as a European equity research analyst, successively covering building materials, alcoholic beverages, leisure, emerging European and African banks and UK small-cap stocks. He became portfolio manager of the Fidelity UK Smaller Companies Fund in 2008. He continues to manage this fund alongside the Fidelity Special Situations Fund and the Fidelity Special Values PLC, which he started managing in 2012.
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