HSBC UK Growth Income Fund

Select share classes

HSBC UK Growth & Income C Acc

Category UK Large-Cap Equity
star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.8193

arrow-down£-0.001 (-0.07%)

Fund Code

HCGTA

B715G37

GB00B715G377

Prices updated as at 04 Dec 2024
|
Prices in GBP
Investment objective
The Fund aims to provide growth and income in the long term, which is a period of five years or more. To achieve its objective, the Fund will invest at least 80% of its value in the shares (equities) of UK companies, including preference shares. UK companies are deemed to be those that are domiciled or incorporated in the UK or earn at least 80% of their revenue from 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 charges

Product charges
0.84
0.09
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 20 Nov 2024pdf
Key Information Document / Technical Guide 26 Jul 2024pdf
Annual Reports 15 Jan 2024pdf
Annual Short Report 15 Jan 2024pdf
Interim Short Report 15 Jul 2023pdf
Interim Reports 30 Sep 2017pdf
Please note that service charges will also apply. Read more about our fees.


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.
© Copyright 2024 Morningstar. All rights reserved.