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

259.00p

arrow-down-0.60p (-0.23%)

Fund Code

WUKIA

BH7HNY7

GB00BH7HNY76

Prices updated as at 24 Jan 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.

Annual performance (%)

Year	This fund	UK Flex-Cap Equity
31 Dec 14 - 31 Dec 15	14.03	6.91
31 Dec 15 - 31 Dec 16	16.68	10.32
31 Dec 16 - 31 Dec 17	12.63	16.12
31 Dec 17 - 31 Dec 18	-18.52	-12.18
31 Dec 18 - 31 Dec 19	24.85	23.75
31 Dec 19 - 31 Dec 20	3.96	-5.02
31 Dec 20 - 31 Dec 21	20.19	16.33
31 Dec 21 - 31 Dec 22	-20.90	-11.69
31 Dec 22 - 31 Dec 23	1.31	8.00
31 Dec 23 - 31 Dec 24	1.13	7.86

Trailing returns (%)

Year	This fund	UK Flex-Cap Equity
1 Day	-0.23	0.02
1 Month	3.11	2.48
3 Months	-0.19	1.76
6 Months	0.97	2.77
1 Year	7.07	13.59
3 Years annualised	-4.13	3.49
5 Years annualised	0.49	3.15

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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