Ninety One UK Alpha A GBP Acc
Category UK Large-Cap Equity
Last buy/sell price
3,082.73p
51.36p (+1.69%)
Fund Code
3107522
GB0031075228
Prices updated as at 08 May 2025
|
Prices in GBX
Investment objective
The Fund aims to provide capital growth and income over at least 5 years. The Fund invests primarily (at least two-thirds) in the shares of UK companies (those incorporated in, domiciled in, or that have significant economic exposure to, the UK). The term “alpha” in the Fund’s name means above average opportunities for capital growth and income. Investment opportunities are identified using in-depth analysis and research on individual companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Ninety One Fund Managers UK Limited
Fund launch date
05 Feb 1979
Domicile
United Kingdom
UCITS
Yes
Fund manager
Anna Farmbrough
Manager start date
01 Jul 2022
Fund manager biography
Anna is a portfolio manager in Ninety One’s Quality investment team, based in London. She is co-portfolio manager of the UK Alpha and UK Equity Income strategies. In addition, she is responsible for UK equity idea generation and research.
Prior to joining the firm, Anna was a UK equity analyst at Threadneedle and, prior to that, a UK equity analyst at Schroders.
Anna graduated from the University of Durham with a BA degree in History (with Honours). Anna has passed Level III of the CFA® Programme.
Fund manager
Ben Needham
Manager start date
03 Apr 2023
Fund manager biography
Ben is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the UK Equity Income and UK Alpha strategies. In addition, he is responsible for UK equity idea generation and research.
Prior to joining the firm, Ben was a Pan European analyst at Threadneedle and, prior to that, a UK analyst at Aviva Investors.
Ben graduated from the University of Bath with a BSc Honours first class degree in Business Administration. In addition, Ben has passed Level III of the CFA® Programme.
Head office
55 Gresham Street, London EC2V 7EL
London
United Kingdom
EC2V 7EL
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