IFSL RC Brown UK Primary Opportunities Fund Class P Acc
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
601.84p/601.84p
3.95p (+0.66%)
Fund Code
MHPOA
B905T77
GB00B905T773
Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
The aim of the Fund is to outperform the FTSE All Share Index over any 5 year period, after any charges have been taken out of the Fund. However, there is no certainty this will be achieved. At least 80% of the Fund will be invested in the shares of companies and investment trusts listed on UK stock markets. These will be incorporated/ domiciled in the UK or will have significant business operations in 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.
- 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 | 3.31 | 4.47 |
31 Mar 15 - 31 Mar 16 | -0.21 | -1.10 |
31 Mar 16 - 31 Mar 17 | 24.98 | 18.02 |
31 Mar 17 - 31 Mar 18 | 5.60 | 4.50 |
31 Mar 18 - 31 Mar 19 | 5.56 | 1.42 |
31 Mar 19 - 31 Mar 20 | -17.75 | -19.88 |
31 Mar 20 - 31 Mar 21 | 41.05 | 41.62 |
31 Mar 21 - 31 Mar 22 | 4.47 | 2.16 |
31 Mar 22 - 31 Mar 23 | -9.95 | -0.20 |
31 Mar 23 - 31 Mar 24 | 4.98 | 7.83 |
31 Mar 24 - 31 Mar 25 | 8.56 | 4.28 |
Trailing returns (%)
Year | This fund | UK Flex-Cap Equity |
---|---|---|
1 Day | 0.66 | 0.77 |
1 Month | 1.66 | 2.21 |
3 Months | 0.15 | -2.45 |
6 Months | 4.58 | 2.85 |
1 Year | 8.13 | 6.01 |
3 Years annualised | 2.27 | 4.71 |
5 Years annualised | 7.80 | 8.99 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.