SVM UK Opportunities B Institutional
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
731.60p
1.70p (+0.23%)
Fund Code
SVUOA
3208481
GB0032084815
Prices updated as at 28 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
Annual performance (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 5.67 | 4.47 |
| 31 Mar 15 - 31 Mar 16 | 8.01 | -1.10 |
| 31 Mar 16 - 31 Mar 17 | 14.68 | 18.02 |
| 31 Mar 17 - 31 Mar 18 | 7.95 | 4.50 |
| 31 Mar 18 - 31 Mar 19 | -0.41 | 1.42 |
| 31 Mar 19 - 31 Mar 20 | -24.78 | -19.88 |
| 31 Mar 20 - 31 Mar 21 | 65.52 | 41.62 |
| 31 Mar 21 - 31 Mar 22 | 2.46 | 2.16 |
| 31 Mar 22 - 31 Mar 23 | -12.34 | -0.20 |
| 31 Mar 23 - 31 Mar 24 | 8.42 | 7.83 |
| 31 Mar 24 - 31 Mar 25 | -0.19 | 4.28 |
Trailing returns (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 1 Day | 0.23 | -0.10 |
| 1 Month | 9.21 | 6.47 |
| 3 Months | -0.68 | 2.31 |
| 6 Months | 3.57 | 4.76 |
| 1 Year | 2.29 | 5.59 |
| 3 Years annualised | 0.59 | 6.21 |
| 5 Years annualised | 8.27 | 8.36 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
