HSBC UK Growth & Income Retail B Acc
Category UK Large-Cap Equity
Last buy/sell price
£2.0217
£0.005 (+0.24%)
Fund Code
B0S7PF2
GB00B0S7PF20
Prices updated as at 12 May 2025
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Prices in GBP
Investment objective
The Fund aims to provide growth and income in the long term, which is a period of five years or more. To achieve its objective, the Fund will invest at least 80% of its value in the shares (equities) of UK companies, including preference shares. UK companies are deemed to be those that are domiciled or incorporated in the UK or earn at least 80% of their revenue from the UK.
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 Large-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 8.56 | 6.59 |
| 31 Mar 15 - 31 Mar 16 | -4.40 | -3.91 |
| 31 Mar 16 - 31 Mar 17 | 13.01 | 18.76 |
| 31 Mar 17 - 31 Mar 18 | -1.92 | 0.61 |
| 31 Mar 18 - 31 Mar 19 | 4.90 | 5.09 |
| 31 Mar 19 - 31 Mar 20 | -22.59 | -18.97 |
| 31 Mar 20 - 31 Mar 21 | 28.06 | 30.63 |
| 31 Mar 21 - 31 Mar 22 | 9.15 | 9.86 |
| 31 Mar 22 - 31 Mar 23 | 4.52 | 2.09 |
| 31 Mar 23 - 31 Mar 24 | 9.03 | 7.84 |
| 31 Mar 24 - 31 Mar 25 | 8.98 | 8.50 |
Trailing returns (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 1 Day | 0.24 | 0.43 |
| 1 Month | 9.53 | 8.81 |
| 3 Months | 0.72 | -1.19 |
| 6 Months | 7.81 | 6.43 |
| 1 Year | 5.06 | 4.49 |
| 3 Years annualised | 9.78 | 8.61 |
| 5 Years annualised | 11.32 | 9.94 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
