CFP SDL UK Buffettology Fund General Accumulation
Category UK Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.3181
£0.009 (+0.72%)
Fund Code
CABFA
BF0LDZ3
GB00BF0LDZ31
Prices updated as at 24 Dec 2024
Prices in GBP
Investment objective
The investment objective of the Fund is to seek to achieve an annual compounding rate of return over the long term, defined as five to ten years, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is part. ’Peer group’ is defined as being the Investment Association sector to which the Fund has been allocated (currently being the UK All Companies Sector) or to which it may be allocated in the future, as determined by that body. Investments will be made principally in UK equities, applying the methodology of Business Perspective Investing.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Keith Ashworth-Lord, Eric Burns |
1.37 | |
1.2 | |
Fund comparative index | IA UK All Companies |
UK All Companies | |
- | |
1.00 | |
0.00 | |
0.00 | |
UK Mid-Cap Equity | |
No | |
Fund provider | ConBrio Fund Partners Limited |
Share class launch date | 18 Sep 2017 |
£415.78m | |
- | |
0.20 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.