The fund aims to achieve long-term investment growth and outperform the Russell 2500 Index over rolling three-year periods. It is actively managed and invests at least 75% in shares of US smaller companies, typically with market capitalisations between $500 million and $10 billion. Income is distributed.
Freetrade is your gateway to commission-free investing. Join over 1.6 million users using the Best online trading platform, as voted at the British Bank Awards for six years running.
Freetrade does not provide investment advice and individual investors should make their own decisions or seek independent advice. The value of investments can go down as well as up and you may receive back less than your original investment. Past performance is not a reliable indicator of future returns. Freetrade is a trading name of Freetrade Limited, which is a member firm of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (no. 09797821).
© 2026 Freetrade, All rights reserved. The Apple logo is a trademark of Apple Inc. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.