SVM UK Opportunities A Retail
Category UK Flex-Cap Equity
Last buy/sell price
616.80p
11.40p (+1.88%)
Fund Code
3206430
GB0032064304
Prices updated as at 20 May 2025
|
Prices in GBX
Investment objective
The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI United Kingdom IMI (or any successor index). Performance is measured on a monthly basis over rolling 5 year periods after all fees and costs are deducted. The Fund will invest at least 80% in equities and equity related instruments in UK companies.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Neil Veitch, Craig Jeruzal |
| 629.6 | |
| 506.9 | |
| Fund comparative index | MSCI UK IMI NR GBP |
| UK All Companies | |
| - | |
| 1.71 | |
| 0.26 | |
| - | |
| UK Flex-Cap Equity | |
| No | |
| Fund provider | SVM Asset Management Ltd |
| Share class launch date | 20 Mar 2000 |
| £303.46m | |
| - | |
| - | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
