MI Chelverton UK Equity Growth fund

Select share classes

MI Chelverton UK Equity Growth Fund B Income shares

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

273.667p

arrow-up0.618p (+0.23%)

Fund Code

PXEGI

BP85595

GB00BP855954

Prices updated as at 14 Mar 2025
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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 performance (%)

YearThis fundUK Small-Cap Equity
31 Dec 14 - 31 Dec 1526.6715.62
31 Dec 15 - 31 Dec 1619.167.71
31 Dec 16 - 31 Dec 1733.3425.97
31 Dec 17 - 31 Dec 18-8.91-11.98
31 Dec 18 - 31 Dec 1940.5825.26
31 Dec 19 - 31 Dec 2015.927.29
31 Dec 20 - 31 Dec 2128.7322.85
31 Dec 21 - 31 Dec 22-22.56-24.03
31 Dec 22 - 31 Dec 23-3.87-0.23
31 Dec 23 - 31 Dec 249.295.63

Trailing returns (%)

YearThis fundUK Small-Cap Equity
1 Day0.230.53
1 Month-6.90-5.88
3 Months-9.18-7.43
6 Months-9.92-8.81
1 Year-1.17-0.76
3 Years annualised-3.45-3.57
5 Years annualised7.184.82
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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