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

£1.5808

arrow-up£0.004 (+0.25%)

Fund Code

CAFSA

BYYQC27

GB00BYYQC271

Prices updated as at 24 Apr 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 Manager 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Above Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filled
Overall
Morningstar return	Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2025

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-2.79	-0.34
	0.72	0.80
	-0.18	0.07
	59.22	72.17
	-0.49	-0.23
	11.74	16.09
	8.26	9.09

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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