FTF Martin Currie UK Equity Income Fund W (Acc)
Category UK Equity Income
This fund can be held in an Investment ISA, Pension and Investment Account
Last buy/sell price
£2.985
£-0.025 (-0.83%)
Fund Code
BWUWA
B7DRD63
GB00B7DRD638
Prices updated as at 22 May 2025
Prices in GBP
Investment objective
The Fund aims to generate an income that is higher than that of the FTSE All-Share Index and increase in value through investment growth, 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. These companies are incorporated/domiciled in the UK or which have significant business operations in the UK.
Important documents: Please ensure that you have read theDoing Business with Fidelity document (incorporating the Fidelity Client Terms),
the Key Information Document/Technical Guide
and the fund information documents. Go to Charges & documents.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Management
Annual performance (%)
| Year | This fund | UK Equity Income |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 11.74 | 9.35 |
| 31 Mar 15 - 31 Mar 16 | 0.99 | -1.08 |
| 31 Mar 16 - 31 Mar 17 | 18.99 | 14.75 |
| 31 Mar 17 - 31 Mar 18 | 1.43 | -0.49 |
| 31 Mar 18 - 31 Mar 19 | 7.45 | 3.33 |
| 31 Mar 19 - 31 Mar 20 | -18.07 | -21.58 |
| 31 Mar 20 - 31 Mar 21 | 26.28 | 28.27 |
| 31 Mar 21 - 31 Mar 22 | 14.61 | 10.32 |
| 31 Mar 22 - 31 Mar 23 | 3.71 | -0.71 |
| 31 Mar 23 - 31 Mar 24 | 4.00 | 7.37 |
| 31 Mar 24 - 31 Mar 25 | 9.09 | 6.14 |
Trailing returns (%)
| Year | This fund | UK Equity Income |
|---|---|---|
| 1 Day | -0.83 | -0.60 |
| 1 Month | 5.33 | 6.94 |
| 3 Months | 2.12 | 2.36 |
| 6 Months | 6.30 | 5.70 |
| 1 Year | 6.23 | 5.47 |
| 3 Years annualised | 6.75 | 7.01 |
| 5 Years annualised | 10.68 | 10.54 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
