CT UK Commercial Property Fund 2 Acc

Category Property - Direct UK

This fund can be held in an Investment ISA and a SIPP

Last buy/sell price

82.07p

arrow-up0.01p (+0.01%)

Fund Code

FCPRA

B830G15

GB00B830G150

Prices updated as at 13 Dec 2024

Prices in GBX

Investment objective

The Company aims to achieve a return combining capital growth and income over the long term (5-7 years). The invested assets of the Company will consist of a diversified portfolio of UK commercial property. Such exposure will be gained directly, as well as indirectly, for example, via real estate investment trusts. Indirect investment, including participation in co-ownership arrangements, is permitted where the arrangements do not result in additional restrictions on the liquidity of the Company. Up to 10% of the net asset value of the Company may be invested in collective investment schemes. The Company is actively managed and the Company seeks to add value through strategic asset allocation, stock selection and asset management.

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	Property - Direct UK
30 Sep 13 - 30 Sep 14	10.32	11.92
30 Sep 14 - 30 Sep 15	6.90	9.25
30 Sep 15 - 30 Sep 16	1.78	-0.59
30 Sep 16 - 30 Sep 17	6.65	6.94
30 Sep 17 - 30 Sep 18	5.07	5.65
30 Sep 18 - 30 Sep 19	-5.10	0.29
30 Sep 19 - 30 Sep 20	1.89	-4.42
30 Sep 20 - 30 Sep 21	6.91	5.56
30 Sep 21 - 30 Sep 22	6.36	5.73
30 Sep 22 - 30 Sep 23	-5.92	-12.54
30 Sep 23 - 30 Sep 24	6.11	-0.63

Trailing returns (%)

Year	This fund	Property - Direct UK
1 Day	0.01	0.07
1 Month	1.40	-0.27
3 Months	4.64	-0.57
6 Months	6.68	1.23
1 Year	8.24	0.52
3 Years annualised	1.59	-2.03
5 Years annualised	3.43	-0.48

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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