LF Equity Income Fund C Sterling Accumulation

Category UK Equity Income
Last buy/sell price

0.86p

arrow-down-0.09p (-9.47%)

Fund Code

BLRZQ73

GB00BLRZQ737

Prices updated as at 31 Mar 2025
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Prices in GBX
Investment objective
The aim of this Fund is to provide a reasonable level of income together with capital growth. This will be achieved by investing primarily in UK listed companies. The Fund may also invest in unlisted companies and overseas entities. The Fund may also invest in other transferable securities, money market instruments, warrants, collective investment schemes and deposits. The Investment Manager may also make use of derivatives for investment purposes (gaining both long and short exposure to the underlying assets) and for efficient portfolio management. It is not anticipated that such use of derivatives will have significant adverse effect on the risk profile of this Fund.
Important documents: Please ensure that you have read the Doing Business with Fidelity document (incorporating the Fidelity Client Terms), the Key Information Document/Technical Guide
and the fund information documents. Go to Charges & documents.

Annual performance (%)

YearThis fundUK Equity Income
30 Jun 14 - 30 Jun 1516.937.66
30 Jun 15 - 30 Jun 162.35-1.43
30 Jun 16 - 30 Jun 1716.0018.47
30 Jun 17 - 30 Jun 18-12.955.09
30 Jun 18 - 30 Jun 19--2.76
30 Jun 19 - 30 Jun 20--14.88
30 Jun 20 - 30 Jun 21-28.1222.06
30 Jun 21 - 30 Jun 22-17.53-1.33

Trailing returns (%)

YearThis fundUK Equity Income
1 Day--1.65
1 Month--2.50
3 Months-0.74
6 Months-9.47-0.39
1 Year-12.246.71
3 Years annualised-29.774.52
5 Years annualised-27.6910.36
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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