CFP SDL Free Spirit

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CFP SDL Free Spirit General Income

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

£1.5747

arrow-up£0.018 (+1.11%)

Fund Code

CAFSI

BYYQC49

GB00BYYQC495

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.
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
Chloe Smith
Manager start date
01 Dec 2022
Fund manager biography
Chloe Smith is the Fund Finance Director at the Investment manager and has over 10 years of experience in the financial services sector. She spent 8 years at Close Brothers responsible for the Asset Finance division Financial Control and later Financial Planning & Analysis and Investments, before moving to Kvika Banki, where she led the UK finance team and held a board position for a bridging lender. Chloe is fellow of ACCA and qualified in audit.
Head office
Exchange Building, St John's Street,
Chichester, West Sussex PO19 1UP
Chicheste
United Kingdom
PO19 1UP
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