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

£1.3149

arrow-down£-0.005 (-0.41%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 15 Nov 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 5 – 10 years, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is part. 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.

Head office

111 Piccadilly, Manchester, M1 2HY

United Kingdom

Got a question?

Get in touch

we're here to help:

0161 233 4555

Mon-Fri 8am to 6pm

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.