Unicorn UK Growth B Inc

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

708.704p

arrow-up3.09p (+0.44%)

Fund Code

UCFBI

3121793

GB0031217937

Prices updated as at 05 Sep 2024

Prices in GBX

Investment objective

The Unicorn UK Growth Fund aims to achieve long term capital growth through investment in a portfolio of UK Companies. UK Companies are defined as those which are incorporated or domiciled in the UK or have a significant part of their operations in the UK. The Fund may also invest in smaller companies including companies quoted on the AIM stock exchange. AIM is the London Stock Exchange’s international market for smaller, growing companies. The Fund may also invest, at its discretion, in other transferable securities and deposits and cash. The Fund may also enter into certain derivative and forward transactions for hedging purposes.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Growth of 1,000 as of 06 Sep 2024, 10:09

10Y

Annual performance (%)

Year	This fund	UK Small-Cap Equity
30 Jun 13 - 30 Jun 14	26.62	22.37
30 Jun 14 - 30 Jun 15	-2.51	10.34
30 Jun 15 - 30 Jun 16	0.85	-6.01
30 Jun 16 - 30 Jun 17	46.09	36.24
30 Jun 17 - 30 Jun 18	18.26	15.97
30 Jun 18 - 30 Jun 19	-6.61	-6.33
30 Jun 19 - 30 Jun 20	-12.36	-6.16
30 Jun 20 - 30 Jun 21	51.37	52.27
30 Jun 21 - 30 Jun 22	-22.13	-20.80
30 Jun 22 - 30 Jun 23	1.82	-5.52
30 Jun 23 - 30 Jun 24	18.27	13.51

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	0.44	0.44
1 Month	2.64	2.68
3 Months	1.32	-0.42
6 Months	14.32	11.61
1 Year	24.97	16.88
3 Years annualised	-4.50	-7.04
5 Years annualised	5.08	4.88

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.