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

£1.3282

arrow-down£-0.001 (-0.08%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 24 Jan 2025

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.

Company name

ConBrio Fund Partners Limited

Fund launch date

18 Mar 2014

Domicile

United Kingdom

UCITS

Yes

Fund manager

Keith Ashworth-Lord

Manager start date

28 Mar 2011

Fund manager biography

Keith has over 35 years of equity market experience and is a seasoned practitioner of ‘Business Perspective Investing’ as championed by Ben Graham and Warren Buffett. Prior to founding Sanford DeLand Asset Management, Keith worked with a variety of stockbroking, fund management and private investor clients. Keith is a graduate of Natural Sciences with a Masters in Management Studies and is a Chartered Fellow of the Chartered Institute of Securities & Investment. In 2017, Keith was conferred with Alpha Manager status by FE Trustnet.

Fund manager

Eric Burns

Manager start date

31 Aug 2024

Fund manager biography

Eric has over 25 years’ experience of UK equity markets. He joined Sanford DeLand in 2020, to lead the stock research process for the UK Buffettology and Free Spirit Funds. He is a Chartered Fellow of the CISI and was voted Analyst of the Year at the 2015 UK SmallCap Awards.

Head office

Exchange Building, St John's Street,

Chichester, West Sussex PO19 1UP

United Kingdom

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