FTF Martin Currie UK Equity Income Fund W (Inc)

A Select 50 Fund - Fidelity insight

Category UK Equity Income

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

Last buy/sell price

£1.658

arrow-up£0.00 (+0.00%)

Fund Code

BWUWI

B7MKLS1

GB00B7MKLS14

Prices updated as at 25 Apr 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. Typically, the number of holdings in the Fund will vary between 40 to 60 company shares and most of these will be the shares of large (such as those making up the FTSE 100 Index) companies. The Investment Manager does not intend to invest in every company in the FTSE All-Share Index and have the freedom to invest up to 10% of the Fund’s assets outside of it.

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 performance (%)

Year	This fund	UK Equity Income
31 Mar 14 - 31 Mar 15	11.76	9.35
31 Mar 15 - 31 Mar 16	0.94	-1.08
31 Mar 16 - 31 Mar 17	18.97	14.75
31 Mar 17 - 31 Mar 18	1.43	-0.49
31 Mar 18 - 31 Mar 19	7.47	3.33
31 Mar 19 - 31 Mar 20	-18.09	-21.58
31 Mar 20 - 31 Mar 21	26.32	28.27
31 Mar 21 - 31 Mar 22	14.61	10.32
31 Mar 22 - 31 Mar 23	3.72	-0.71
31 Mar 23 - 31 Mar 24	2.87	7.37
31 Mar 24 - 31 Mar 25	9.13	6.14

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	-	0.26
1 Month	-2.37	-1.91
3 Months	0.20	-1.14
6 Months	1.73	-0.07
1 Year	7.24	5.55
3 Years annualised	5.54	5.22
5 Years annualised	10.02	9.87

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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