FIDELITY UK SMALLER COMPANIES A - Fund overview
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Overview of
FIDELITY UK SMALLER COMPANIES A
This is the retail version of an institutional mandate which manager Alex Wright has been running since 2008. The fund targets long term capital growth by investing primarily in smaller UK equities, though some larger and overseas companies may also be included. The manager looks for companies that have underperformed but have recovery potential and where further downside is limited. He has achieved a strong track record during his tenure on the existing fund.
Standard Initial Charge
3.50% 0.50%
Invest via Bestinvest
to save 3.00%
Fund summary
| Sector |
UK Smaller Companies
|
| Product type |
OEIC
|
| Launched |
February, 2011
|
| Size |
£57m
|
| Yield |
0.4%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
95.55p |
Fund Charges
|
Standard Initial charge
|
3.50%
|
|
Initial charge via Bestinvest
|
0.50%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.72%
|
|
Reduction in yield (10yr)
|
1.77%
|