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

£1.7414

arrow-up£0.021 (+1.21%)

Fund Code

CAFSA

BYYQC27

GB00BYYQC271

Prices updated as at 14 Aug 2024
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Prices in GBP
Investment objective
The investment objective of the Fund is to seek to maximize total returns over the long term. At least 80% of the Fund will be invested within UK equities, with an emphasis on smaller and mid capitalized companies.
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.

Growth of 1,000 as of 15 Aug 2024, 02:08

Trailing returns (%) as of 15 Aug 2024, 02:08

Annual performance (%)

YearThis fundUK Small-Cap Equity
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16--
30 Jun 16 - 30 Jun 17--
30 Jun 17 - 30 Jun 1820.7915.97
30 Jun 18 - 30 Jun 196.14-6.33
30 Jun 19 - 30 Jun 204.59-6.16
30 Jun 20 - 30 Jun 2137.4252.27
30 Jun 21 - 30 Jun 22-23.48-20.80
30 Jun 22 - 30 Jun 237.82-5.52
30 Jun 23 - 30 Jun 249.4913.51

Trailing returns (%)

YearThis fundUK Small-Cap Equity
1 Day-0.020.00
1 Month0.67-1.48
3 Months2.712.11
6 Months6.6811.29
1 Year8.7314.53
3 Years annualised-4.28-6.34
5 Years annualised6.595.17
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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