FTF Martin Currie UK Rising Dividends Fund W (Acc)

Category UK Large-Cap Equity

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

Last buy/sell price

£2.937

arrow-down£-0.006 (-0.20%)

Fund Code

BWUKW

B5MJ560

GB00B5MJ5601

Prices updated as at 26 Sep 2024

Prices in GBP

Investment objective

The Fund aims to increase in value through investment growth by more than the FTSE All-Share Index over periods of five years after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange that are incorporated/domiciled in the UK or which have significant business operations in the UK. The Fund usually invests in 30–50 companies that have grown their dividend in at least 8 of the past 10 years. Typically, most of these investments will be in the shares of large or medium sized companies (such as those making up the FTSE 350 Index).

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.

Growth of 1,000 as of 27 Sep 2024, 00:09

10Y

Annual performance (%)

Year	This fund	UK Large-Cap Equity
30 Jun 13 - 30 Jun 14	16.38	12.75
30 Jun 14 - 30 Jun 15	5.43	4.77
30 Jun 15 - 30 Jun 16	8.02	-1.91
30 Jun 16 - 30 Jun 17	18.91	19.70
30 Jun 17 - 30 Jun 18	5.37	7.78
30 Jun 18 - 30 Jun 19	2.79	-0.54
30 Jun 19 - 30 Jun 20	-7.18	-12.42
30 Jun 20 - 30 Jun 21	20.86	23.09
30 Jun 21 - 30 Jun 22	-0.03	-1.78
30 Jun 22 - 30 Jun 23	9.95	7.89
30 Jun 23 - 30 Jun 24	8.55	12.38

Trailing returns (%)

Year	This fund	UK Large-Cap Equity
1 Day	0.44	0.28
1 Month	0.38	0.00
3 Months	3.74	1.90
6 Months	8.36	7.04
1 Year	14.83	13.33
3 Years annualised	6.45	6.14
5 Years annualised	6.72	5.55

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.

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