MI Chelverton UK Equity Growth Fund B Income shares

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

299.801p

arrow-down-0.703p (-0.23%)

Fund Code

PXEGI

BP85595

GB00BP855954

Prices updated as at 27 Dec 2024

Prices in GBX

Investment objective

The objective of the Sub-fund is to achieve long-term capital growth by investing primarily in a portfolio of fully listed and AIM traded UK small and medium sized market capitalised companies equities. The asset classes in which the Sub-fund is permitted to invest includes transferable securities, money market instruments, warrants, convertibles, cash and near cash and deposits as permitted for UCITS schemes under COLL and in accordance with the Sub-fund’s investment powers.

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 charges

Product charges
	0.87
	0.11
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	29 Aug 2024	pdf
Interim Short Report	31 Mar 2024	pdf
Annual Reports	31 Dec 2023	pdf
Annual Short Report	31 Dec 2023	pdf

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