This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
214.34p
-0.53p (-0.25%)
Fund Code
ABRUA
B131GD1
GB00B131GD17
Prices updated as at 24 Apr 2025
Prices in GBX
Investment objective
To generate growth over the long term (5 years or more) by investing in UK equities (company shares), that manage adverse environmental impacts and promote societal welfare in one or more of the four thematic areas of – climate change, the environment, labour management, and human rights & stakeholders, through their business operations OR their products and services. The fund will invest at least 70% in equities and equity related securities of companies, incorporated or domiciled in the UK or companies having significant operations and/or exposure to the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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 | 4.16 | 4.47 |
31 Mar 15 - 31 Mar 16 | -5.69 | -1.10 |
31 Mar 16 - 31 Mar 17 | 23.30 | 18.02 |
31 Mar 17 - 31 Mar 18 | 4.17 | 4.50 |
31 Mar 18 - 31 Mar 19 | 9.02 | 1.42 |
31 Mar 19 - 31 Mar 20 | -9.10 | -19.88 |
31 Mar 20 - 31 Mar 21 | 39.62 | 41.62 |
31 Mar 21 - 31 Mar 22 | -1.64 | 2.16 |
31 Mar 22 - 31 Mar 23 | -1.86 | -0.20 |
31 Mar 23 - 31 Mar 24 | 2.27 | 7.83 |
31 Mar 24 - 31 Mar 25 | 5.39 | 4.28 |
Trailing returns (%)
Year | This fund | UK Flex-Cap Equity |
---|---|---|
1 Day | 1.41 | 1.75 |
1 Month | -1.94 | -1.94 |
3 Months | -3.37 | -3.20 |
6 Months | -1.94 | -0.99 |
1 Year | 5.03 | 3.90 |
3 Years annualised | 2.11 | 3.29 |
5 Years annualised | 6.28 | 8.94 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.