Fidelity UK Select Fund

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There is only one type of share class for this fund.

Fidelity UK Select W Acc

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

416.00p

arrow-down-0.20p (-0.05%)

Fund Code

WUKSA

BFRT394

GB00BFRT3942

Prices updated as at 10 Sep 2024
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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.

Growth of 1,000 as of 11 Sep 2024, 18:09

Trailing returns (%) as of 11 Sep 2024, 18:09

Annual performance (%)

YearThis fundUK Large-Cap Equity
30 Jun 13 - 30 Jun 1411.0312.75
30 Jun 14 - 30 Jun 1513.814.77
30 Jun 15 - 30 Jun 16-0.08-1.91
30 Jun 16 - 30 Jun 1720.6219.70
30 Jun 17 - 30 Jun 187.697.78
30 Jun 18 - 30 Jun 194.42-0.54
30 Jun 19 - 30 Jun 20-12.13-12.42
30 Jun 20 - 30 Jun 2125.3023.09
30 Jun 21 - 30 Jun 22-4.94-1.78
30 Jun 22 - 30 Jun 237.647.89
30 Jun 23 - 30 Jun 2415.9812.38

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-0.050.01
1 Month1.221.30
3 Months-0.951.39
6 Months3.618.62
1 Year11.6214.21
3 Years annualised4.005.72
5 Years annualised5.355.36
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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