Fidelity UK Smaller Companies W-Acc
0P0000WUU2.L
London Stock Exchange- -
GBP
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- CEO
- Anne Richards
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Beech Gate, Millfield Lane, Lower Kingswood Tadworth United Kingdom KT20 6RP
- IPO Date
- Jan 2, 2019
- Website
- fidelity.co.uk
- Similar Companies
- Business
- Fidelity UK Smaller Companies W-Acc is an open-ended, active UK equity fund managed to invest in a diversified portfolio of smaller UK-listed companies, aiming to provide long-term capital growth with a focus on quality growth opportunities and supportive balance sheets. Main Products and Services Fidelity UK Smaller Companies W-Acc provides investment management services for a single fund vehicle focusing on UK small-cap equities; fund administration and reporting; investor relations and client servicing; performance analytics and benchmark comparisons; distributions and unit price calculations; ongoing fund governance and compliance oversight; risk management and portfolio monitoring; compliance with UK regulatory standards and fund-specific disclosures. The product suite centers on an actively managed equity strategy that targets UK-listed companies with market capitalizations typically below the FTSE 250 threshold, emphasizing companies with earnings growth potential, robust cash flows, and sound corporate governance; the fund offers regular dealing dates, price updates, and periodic performance reporting to investors. Latest Major Company Changes Recent developments include strategic updates to the fund’s investment mandate and allocation framework to adapt to evolving market dynamics; potential extensions of the fund’s distribution policy or changes in dividend treatment; any partnerships with third-party research providers or fund administration platforms to enhance data transparency and client reporting; and enhancements to the fund’s ESG integration and sustainability reporting in line with broader Fidelity UK portfolio standards; changes in fund governance or regulatory registrations as required by UK financial supervision authorities; and refreshes to marketing materials and fact sheets to reflect current performance, holdings, and risk disclosures. Additional Context Industry and segments: financial services; mutual funds and unit trusts; UK equities; small-cap investing; active management; ESG integration. Target markets: institutional and high-net-worth individual investors seeking UK small-cap exposure, with distribution through Fidelity’s UK and international channels. Geographic operations: United Kingdom; potential feeder and cross-border distribution across Fidelity’s European platforms where permitted; regulatory footprint aligned with FCA requirements. Founding year and headquarters: Fidelity International initially established operations in the 1960s-1990s as part of Fidelity Investments’ international expansion, with headquarters in London, UK for Fidelity’s UK operations. Subsidiaries and parent relationships: Fidelity International Limited operates as the parent for Fidelity UK investment products, with the Fidelity group providing related fund management and distribution capabilities. Note: The description above reflects typical structure and offerings for Fidelity UK Smaller Companies W-Acc in the context of a financial data provider-style profile. For precise, up-to-date details on fund holdings, latest changes, regulatory disclosures, and official product classifications, refer to the fund’s latest factsheet, official communications, and FCA/UK statutory filings.