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

£1.2978

arrow-down£-0.002 (-0.19%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 09 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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	0.37	-14.94
31 Dec 18 - 31 Dec 19	25.26	30.83
31 Dec 19 - 31 Dec 20	3.86	-2.93
31 Dec 20 - 31 Dec 21	8.78	14.80
31 Dec 21 - 31 Dec 22	-23.39	-22.16
31 Dec 22 - 31 Dec 23	1.10	5.90
31 Dec 23 - 31 Dec 24	7.15	7.35

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	-0.19	-1.15
1 Month	-4.78	-6.07
3 Months	-0.43	-4.29
6 Months	-0.86	-3.84
1 Year	7.57	6.01
3 Years annualised	-5.15	-4.58
5 Years annualised	-1.53	-0.30

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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