This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,851.82p
88.33p (+5.01%)
Fund Code
MGUWA
B6677B6
GB00B6677B69
Prices updated as at 10 Apr 2025
Prices in GBX
Investment objective
The Fund aims torovide a higher total return (capital growth plus income), net of the Ongoing Charge Figure, than that of the FTSE All-Share Index over any five-year period, and as its Sustainability Goal, support the mitigation of climate change by investing at least 70% of the Fund in companies that contribute towards the Paris Agreement climate change goal and have the potential to reduce their contribution to climate change determined by their potential to decarbonise their operations over time and ultimately reach Net Zero. The Fund invests at least 80% of its Net Asset Value in the equity securities and equity-related instruments of companies across any sector and market capitalisation that are incorporated, domiciled or listed in the UK. The Fund has a concentrated portfolio and usually holds fewer than 50 companies.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Rory Alexander, Garfield Kiff |
2070.59 | |
1763.49 | |
Fund comparative index | FTSE AllSh TR GBP |
UK All Companies | |
- | |
0.70 | |
0.04 | |
0.00 | |
UK Flex-Cap Equity | |
No | |
Fund provider | M&G Securities Ltd |
Share class launch date | 03 Aug 2012 |
£421.42m | |
- | |
2.12 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.