CFP SDL Free Spirit General Income

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.6017

arrow-down£-0.003 (-0.19%)

Fund Code

CAFSI

BYYQC49

GB00BYYQC495

Prices updated as at 20 Jan 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.

Company name

ConBrio Fund Partners Limited

Fund launch date

03 Jan 2017

Domicile

United Kingdom

UCITS

Yes

Lead manager

Keith Ashworth-Lord

Lead manager start date

03 Jan 2017

Lead fund manager biography

Keith has over 35 years of equity market experience and is a seasoned practitioner of ‘Business Perspective Investing’ as championed by Ben Graham and Warren Buffett. Prior to founding Sanford DeLand Asset Management, Keith worked with a variety of stockbroking, fund management and private investor clients. Keith is a graduate of Natural Sciences with a Masters in Management Studies and is a Chartered Fellow of the Chartered Institute of Securities & Investment. In 2017, Keith was conferred with Alpha Manager status by FE Trustnet.

Fund manager

Eric Burns

Manager start date

30 Nov 2023

Fund manager biography

Eric has over 25 years’ experience of UK equity markets. He joined Sanford DeLand in 2020, to lead the stock research process for the UK Buffettology and Free Spirit Funds. He is a Chartered Fellow of the CISI and was voted Analyst of the Year at the 2015 UK SmallCap Awards.

Head office

Exchange Building, St John's Street,

Chichester, West Sussex PO19 1UP

United Kingdom

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