TM Redwheel UK Equity Income

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TM Redwheel UK Equity Income Fund Class R Accumulation

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

159.00p

arrow-up2.00p (+1.27%)

Fund Code

TRURA

BG34129

GB00BG341295

Prices updated as at 01 Apr 2025
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Prices in GBX
Investment objective
The Fund aims to deliver a dividend yield in excess of the FTSE All Share Index, whilst providing long term capital growth. The Fund invests at least 80% of its assets in a concentrated range of equities issued by UK companies and equity related securities received through corporate action such as preference shares and rights. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds investments in 25-45 companies.
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 (%)

YearThis fundUK Equity Income
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20-26.55-21.58
31 Mar 20 - 31 Mar 2152.4728.27
31 Mar 21 - 31 Mar 227.2610.32
31 Mar 22 - 31 Mar 232.66-0.71
31 Mar 23 - 31 Mar 2410.527.37
31 Mar 24 - 31 Mar 2518.586.13

Trailing returns (%)

YearThis fundUK Equity Income
1 Day1.270.72
1 Month-2.21-1.87
3 Months4.261.42
6 Months8.68-0.12
1 Year20.096.95
3 Years annualised11.084.90
5 Years annualised18.0811.31
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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