CFP SDL Free Spirit General Accumulation
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.6923
£-0.002 (-0.09%)
Fund Code
CAFSA
BYYQC27
GB00BYYQC271
Prices updated as at 28 May 2025
|
Prices in GBP
Investment objective
The investment objective of the Fund is to seek to maximise total returns over the long term, defined as 5 – 10 years. At least 80% of the Fund will be invested within UK equities, with an emphasis on smaller and mid capitalised companies. The Fund will have a concentrated portfolio of between 25 and 40 holdings when fully invested. The Investment adviser will apply the methodology of Business Perspective Investing.
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
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | UK Small-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | 15.96 | 13.74 |
31 Mar 18 - 31 Mar 19 | 4.70 | -2.81 |
31 Mar 19 - 31 Mar 20 | -2.09 | -17.82 |
31 Mar 20 - 31 Mar 21 | 46.85 | 65.89 |
31 Mar 21 - 31 Mar 22 | -6.10 | -0.70 |
31 Mar 22 - 31 Mar 23 | -5.94 | -15.93 |
31 Mar 23 - 31 Mar 24 | 4.75 | 4.03 |
31 Mar 24 - 31 Mar 25 | -1.37 | -3.04 |
Trailing returns (%)
Year | This fund | UK Small-Cap Equity |
---|---|---|
1 Day | -0.09 | 0.11 |
1 Month | 6.15 | 7.83 |
3 Months | 3.42 | 4.09 |
6 Months | -2.80 | -0.00 |
1 Year | -2.12 | -4.85 |
3 Years annualised | 2.98 | -1.09 |
5 Years annualised | 4.12 | 5.25 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.