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
£1.6743
£0.001 (+0.08%)
Fund Code
CAFSA
BYYQC27
GB00BYYQC271
Prices updated as at 09 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 | 0.08 | 0.27 |
1 Month | 13.41 | 14.14 |
3 Months | -1.98 | -1.06 |
6 Months | -2.37 | -2.52 |
1 Year | 1.92 | -2.82 |
3 Years annualised | 2.91 | -1.14 |
5 Years annualised | 5.17 | 5.89 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.