Brown Advisory US Smaller Companies

Select share classes
There is only one type of share class for this fund.

Brown Advisory US Smaller Companies Fund Sterling Class B Dis

A Select 50 Fund - Fidelity insight
Category US Small-Cap Equity



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£27.73

arrow-up£0.29 (+1.06%)

Fund Code

BRCBI

B0PVDH5

IE00B0PVDH59

Prices updated as at 20 Dec 2024
|
Prices in GBP

Investment objective
The objective of the Fund is to achieve capital appreciation by investing primarily in U.S. equities. The Fund invests at least 80% of its net assets in equity securities of small U.S. companies. The Fund seeks to invest primarily in small companies with above average growth prospects and which are listed or traded on the U.S. markets and exchanges listed in Appendix I of the Prospectus. Small companies are companies whose market capitalisations are equal to or less than $6 billion at the time the Fund purchases the issuer’s securities (“Market Capitalisation Range”). The Fund may also invest in U.S. Rule 144A Securities, American and Global Depositary Receipts, US treasury bills, fixed and/or floating rate U.S. government securities and ancillary liquid assets subject to the limits set out in the Prospectus.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Annual charges

Product charges
0.85
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Annual Reports 30 Apr 2024pdf
Interim Short Report 30 Apr 2024pdf
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Short Report 31 Oct 2023pdf
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