Fidelity Enhanced Income Fund W Inc Monthly
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
77.32p
0.43p (+0.56%)
Fund Code
WEIIM
BYSYZP1
GB00BYSYZP12
Prices updated as at 02 May 2025
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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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Equity Income |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | - | - |
| 31 Mar 15 - 31 Mar 16 | - | - |
| 31 Mar 16 - 31 Mar 17 | 10.63 | 14.75 |
| 31 Mar 17 - 31 Mar 18 | -6.55 | -0.49 |
| 31 Mar 18 - 31 Mar 19 | 4.97 | 3.33 |
| 31 Mar 19 - 31 Mar 20 | -14.43 | -21.58 |
| 31 Mar 20 - 31 Mar 21 | 15.85 | 28.27 |
| 31 Mar 21 - 31 Mar 22 | 16.33 | 10.32 |
| 31 Mar 22 - 31 Mar 23 | 4.43 | -0.71 |
| 31 Mar 23 - 31 Mar 24 | 3.94 | 7.37 |
| 31 Mar 24 - 31 Mar 25 | 4.92 | 6.14 |
Trailing returns (%)
| Year | This fund | UK Equity Income |
|---|---|---|
| 1 Day | 0.56 | 0.62 |
| 1 Month | -0.11 | 2.20 |
| 3 Months | -1.63 | -0.75 |
| 6 Months | 1.72 | 3.27 |
| 1 Year | 2.44 | 6.70 |
| 3 Years annualised | 4.19 | 5.48 |
| 5 Years annualised | 8.46 | 10.03 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
