TM Stonehage Fleming Opportunities Fund C Acc

Category UK Small-Cap Equity

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

Last buy/sell price

1,445.00p

arrow-up7.00p (+0.49%)

Fund Code

CAOPA

B9F9Z98

GB00B9F9Z985

Prices updated as at 25 Apr 2025

Prices in GBX

Investment objective

The objective of the Fund is to achieve long-term (5 year rolling period) capital growth, net of fees. The Fund focuses (80% - 100%) on UK listed equities that are in the following categories: smaller companies offering longterm growth potential; companies who could for example have suffered a short term setback but still offer recovery and/or future growth prospects; and companies in sectors which are perceived to be unduly depressed.

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 Small-Cap Equity
31 Mar 14 - 31 Mar 15	-4.36	-2.02
31 Mar 15 - 31 Mar 16	6.01	8.81
31 Mar 16 - 31 Mar 17	20.04	18.14
31 Mar 17 - 31 Mar 18	0.84	13.74
31 Mar 18 - 31 Mar 19	2.95	-2.81
31 Mar 19 - 31 Mar 20	-33.14	-17.82
31 Mar 20 - 31 Mar 21	86.03	65.89
31 Mar 21 - 31 Mar 22	14.11	-0.70
31 Mar 22 - 31 Mar 23	-13.61	-15.93
31 Mar 23 - 31 Mar 24	-9.76	4.03
31 Mar 24 - 31 Mar 25	0.13	-3.04

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	0.49	0.62
1 Month	-4.81	-2.16
3 Months	-9.46	-6.15
6 Months	-9.12	-7.22
1 Year	-9.29	-4.52
3 Years annualised	-9.62	-4.67
5 Years annualised	7.34	5.23

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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