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

694.813p

arrow-down-1.163p (-0.17%)

Fund Code

UCFBI

3121793

GB0031217937

Prices updated as at 03 Jan 2025

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.

Annual performance (%)

Year	This fund	UK Small-Cap Equity
31 Dec 14 - 31 Dec 15	10.96	15.62
31 Dec 15 - 31 Dec 16	17.18	7.71
31 Dec 16 - 31 Dec 17	32.40	25.97
31 Dec 17 - 31 Dec 18	-16.56	-11.98
31 Dec 18 - 31 Dec 19	33.91	25.26
31 Dec 19 - 31 Dec 20	-2.11	7.29
31 Dec 20 - 31 Dec 21	20.87	22.85
31 Dec 21 - 31 Dec 22	-24.20	-24.03
31 Dec 22 - 31 Dec 23	1.66	-0.23
31 Dec 23 - 31 Dec 24	17.90	5.55

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	-0.17	0.01
1 Month	-0.70	-1.00
3 Months	1.58	-0.69
6 Months	1.66	-2.29
1 Year	20.03	7.42
3 Years annualised	-3.00	-6.93
5 Years annualised	1.50	1.13

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.

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