Fidelity Enhanced Income Fund

Select share classes

Fidelity Enhanced Income Fund W Inc Monthly

Category UK Equity Income
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

79.75p

arrow-up0.11p (+0.14%)

Fund Code

WEIIM

BYSYZP1

GB00BYSYZP12

Prices updated as at 21 May 2025
|
Prices in GBX
Investment objective
The Fund aims to deliver an income that is at least 50% more than the income produced by the companies included in the FTSE All Share (Gross Total Return) Index. The Fund also has the potential to increase the value of investors investment. The Fund will invest at least 50% in equities (and their related securities) of companies domiciled, incorporated or having significant business in the UK and those which are listed in the UK. It is not restricted in terms of size or industry. Derivatives, including covered call options, will be used for investment purposes in order to further enhance the income generated by the underlying investments. The Fund is actively managed without reference to a benchmark.
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 Equity Income
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 1710.6314.75
31 Mar 17 - 31 Mar 18-6.55-0.49
31 Mar 18 - 31 Mar 194.973.33
31 Mar 19 - 31 Mar 20-14.43-21.58
31 Mar 20 - 31 Mar 2115.8528.27
31 Mar 21 - 31 Mar 2216.3310.32
31 Mar 22 - 31 Mar 234.43-0.71
31 Mar 23 - 31 Mar 243.947.37
31 Mar 24 - 31 Mar 254.926.14

Trailing returns (%)

YearThis fundUK Equity Income
1 Day1.411.51
1 Month6.558.39
3 Months2.143.20
6 Months6.207.67
1 Year2.165.52
3 Years annualised5.497.26
5 Years annualised8.5010.56
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.