TM Oberon UK Core Fund

Select share classes

TM Oberon UK Core Fund B Inc

Category UK Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

213.08p

arrow-up0.57p (+0.27%)

Fund Code

WBUBI

B05MF83

GB00B05MF837

Prices updated as at 28 Mar 2025
|
Prices in GBX
Investment objective
The investment objective of the Fund is to provide capital growth, with income being of secondary importance, net of fees, over 5 year rolling periods. The Fund aims to achieve its objective by investing 75% or more of the Scheme Property in UK companies (which are defined as companies incorporated, domiciled or with a significant proportion of their business in the UK), in any or all economic sectors and which are listed on a UK recognised investment exchange (RIE). This allocation may fall below 75% during difficult markets.
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 charges

Product charges
1.10
0.15
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Feb 2025pdf
Fund Provider FactSheet 30 Sep 2024pdf
Interim Report 31 Mar 2024pdf
Annual Report 30 Sep 2023pdf
Please note that service charges will also apply. Read more about our fees.


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