CFP SDL Free Spirit

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CFP SDL Free Spirit General Accumulation

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

£1.6923

arrow-down£-0.002 (-0.09%)

Fund Code

CAFSA

BYYQC27

GB00BYYQC271

Prices updated as at 28 May 2025
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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.

Annual performance (%)

YearThis fundUK 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 1815.9613.74
31 Mar 18 - 31 Mar 194.70-2.81
31 Mar 19 - 31 Mar 20-2.09-17.82
31 Mar 20 - 31 Mar 2146.8565.89
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 244.754.03
31 Mar 24 - 31 Mar 25-1.37-3.04

Trailing returns (%)

YearThis fundUK Small-Cap Equity
1 Day-0.090.11
1 Month6.157.83
3 Months3.424.09
6 Months-2.80-0.00
1 Year-2.12-4.85
3 Years annualised2.98-1.09
5 Years annualised4.125.25
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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