FNW Standard Life UK Opportunities Life Fund
Category UK Small-Cap Equity
Last buy/sell price
175.40p
-
Fund Code
B3KN9Y6
GB00B3KN9Y68
Prices updated as at 26 Apr 2023
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Prices in GBX
Investment objective
To generate growth over the long term (5 years or more) by investing in UK small and mid-capitalisation equities (company shares). The fund will invest at least 70% in smaller and mid-capitalisation equities and equity related securities of companies listed, incorporated or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there.
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 Small-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 2.17 | -2.02 |
| 31 Mar 15 - 31 Mar 16 | -7.29 | 8.81 |
| 31 Mar 16 - 31 Mar 17 | 15.53 | 18.14 |
| 31 Mar 17 - 31 Mar 18 | 13.04 | 13.74 |
| 31 Mar 18 - 31 Mar 19 | -4.07 | -2.81 |
| 31 Mar 19 - 31 Mar 20 | -11.38 | -17.82 |
| 31 Mar 20 - 31 Mar 21 | 33.31 | 65.89 |
| 31 Mar 21 - 31 Mar 22 | -3.04 | -0.70 |
| 31 Mar 22 - 31 Mar 23 | -19.07 | -15.93 |
Trailing returns (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 1 Day | -0.06 | -0.30 |
| 1 Month | 2.45 | 2.02 |
| 3 Months | -2.56 | -4.85 |
| 6 Months | 5.35 | 4.29 |
| 1 Year | -14.31 | -13.72 |
| 3 Years annualised | 0.06 | 8.01 |
| 5 Years annualised | -2.38 | 1.10 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
