Unicorn Outstanding British Companies Institutional Acc

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

305.856p

arrow-down-1.443p (-0.47%)

Fund Code

UCOBA

B1GGDH6

GB00B1GGDH66

Prices updated as at 23 Jan 2025

Prices in GBX

Investment objective

The Fund aims to achieve long term capital growth by investing in a portfolio of outstanding British companies by taking a long term view of not less than five years. British companies are defined as those which are incorporated or domiciled in the UK or have a significant part of their operations in the UK. At least 80% of the companies that the Fund invests into will be British companies. The Fund can also invest into companies that are not otherwise British companies but are listed on stock exchanges in 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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
31 Dec 14 - 31 Dec 15	18.96	15.00
31 Dec 15 - 31 Dec 16	4.16	5.27
31 Dec 16 - 31 Dec 17	10.19	19.55
31 Dec 17 - 31 Dec 18	-5.34	-14.94
31 Dec 18 - 31 Dec 19	21.65	30.83
31 Dec 19 - 31 Dec 20	-12.06	-2.93
31 Dec 20 - 31 Dec 21	11.57	14.80
31 Dec 21 - 31 Dec 22	-14.74	-22.16
31 Dec 22 - 31 Dec 23	1.79	5.90
31 Dec 23 - 31 Dec 24	-1.64	7.35

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	-0.47	-0.56
1 Month	1.41	0.79
3 Months	0.27	-1.20
6 Months	-2.77	-2.42
1 Year	1.47	9.95
3 Years annualised	-3.41	-2.26
5 Years annualised	-3.31	0.24

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Unicorn Outstanding British Companies Fund