Fidelity UK Opportunities Fund W Accumulation
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
263.80p
1.20p (+0.46%)
Fund Code
WUKIA
BH7HNY7
GB00BH7HNY76
Prices updated as at 12 May 2025
|
Prices in GBX
Investment objective
The Fund aims to increase the value of your 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. The Investment Manager will actively select companies based on their potential to generate capital growth. It is not restricted in terms of industry and size.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 0.29 | 4.47 |
| 31 Mar 15 - 31 Mar 16 | 10.58 | -1.10 |
| 31 Mar 16 - 31 Mar 17 | 19.14 | 18.02 |
| 31 Mar 17 - 31 Mar 18 | 3.38 | 4.50 |
| 31 Mar 18 - 31 Mar 19 | -7.20 | 1.42 |
| 31 Mar 19 - 31 Mar 20 | -14.02 | -19.88 |
| 31 Mar 20 - 31 Mar 21 | 56.73 | 41.62 |
| 31 Mar 21 - 31 Mar 22 | 3.35 | 2.16 |
| 31 Mar 22 - 31 Mar 23 | -17.66 | -0.20 |
| 31 Mar 23 - 31 Mar 24 | 2.71 | 7.83 |
| 31 Mar 24 - 31 Mar 25 | 0.24 | 4.28 |
Trailing returns (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 1 Day | -0.42 | -0.16 |
| 1 Month | 13.14 | 13.73 |
| 3 Months | 0.57 | -1.02 |
| 6 Months | 3.55 | 4.54 |
| 1 Year | 0.34 | 4.36 |
| 3 Years annualised | -1.82 | 7.01 |
| 5 Years annualised | 5.75 | 9.23 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
