Barclays UK Alpha Fund R Acc GBP
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
716.00p
1.90p (+0.27%)
Fund Code
BUFRA
B6TRT40
GB00B6TRT400
Prices updated as at 01 May 2025
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Prices in GBX
Investment objective
The Fund seeks to provide capital growth over the long term (a period of at least 5 years). The Fund invests at least 70% of its assets in equity securities (shares of companies and other equity related investments) issued by companies domiciled in, or which have significant operations in, the UK (“UK Companies”). The UK Companies will also be listed or traded on a regulated market in the UK or in a country of the Organisation for Economic Co-operation and Development. The UK Companies can operate in any industry, and be any size (i.e., any “market capitalisation” (the share price of the company multiplied by the number of shares issued)). It is intended that the Investment Manager and/or sub-investment manager will select equity securities across the FTSE All-Share Index (Total Return)*, the Fund’s reference index (the “Reference Index”), to generate long term capital growth.
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 Flex-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 7.19 | 4.47 |
31 Mar 15 - 31 Mar 16 | -5.40 | -1.10 |
31 Mar 16 - 31 Mar 17 | 20.60 | 18.02 |
31 Mar 17 - 31 Mar 18 | -1.04 | 4.50 |
31 Mar 18 - 31 Mar 19 | 3.02 | 1.42 |
31 Mar 19 - 31 Mar 20 | -23.19 | -19.88 |
31 Mar 20 - 31 Mar 21 | 36.11 | 41.62 |
31 Mar 21 - 31 Mar 22 | 7.15 | 2.16 |
31 Mar 22 - 31 Mar 23 | 3.25 | -0.20 |
31 Mar 23 - 31 Mar 24 | 9.84 | 7.83 |
31 Mar 24 - 31 Mar 25 | 9.59 | 4.28 |
Trailing returns (%)
Year | This fund | UK Flex-Cap Equity |
---|---|---|
1 Day | 0.27 | 0.56 |
1 Month | 0.62 | 0.68 |
3 Months | -1.04 | -3.14 |
6 Months | 4.91 | 3.64 |
1 Year | 9.82 | 6.85 |
3 Years annualised | 7.94 | 5.66 |
5 Years annualised | 12.13 | 9.34 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.