Fidelity UK Select W Acc
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
416.00p
-0.20p (-0.05%)
Fund Code
WUKSA
BFRT394
GB00BFRT3942
Prices updated as at 10 Sep 2024
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. It aims to hold a concentrated portfolio of less than 50 securities. The Investment Manager will focus on companies which it believes have sustainable long term earnings potential. The Investment Manager is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark.
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.
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- Management
Growth of 1,000 as of 11 Sep 2024, 18:09
Trailing returns (%) as of 11 Sep 2024, 18:09
Annual performance (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
30 Jun 13 - 30 Jun 14 | 11.03 | 12.75 |
30 Jun 14 - 30 Jun 15 | 13.81 | 4.77 |
30 Jun 15 - 30 Jun 16 | -0.08 | -1.91 |
30 Jun 16 - 30 Jun 17 | 20.62 | 19.70 |
30 Jun 17 - 30 Jun 18 | 7.69 | 7.78 |
30 Jun 18 - 30 Jun 19 | 4.42 | -0.54 |
30 Jun 19 - 30 Jun 20 | -12.13 | -12.42 |
30 Jun 20 - 30 Jun 21 | 25.30 | 23.09 |
30 Jun 21 - 30 Jun 22 | -4.94 | -1.78 |
30 Jun 22 - 30 Jun 23 | 7.64 | 7.89 |
30 Jun 23 - 30 Jun 24 | 15.98 | 12.38 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | -0.05 | 0.01 |
1 Month | 1.22 | 1.30 |
3 Months | -0.95 | 1.39 |
6 Months | 3.61 | 8.62 |
1 Year | 11.62 | 14.21 |
3 Years annualised | 4.00 | 5.72 |
5 Years annualised | 5.35 | 5.36 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.