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

£1.5409

arrow-up£0.009 (+0.58%)

Fund Code

CAFSI

BYYQC49

GB00BYYQC495

Prices updated as at 02 May 2025
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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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAbove AverageAbove Average
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5 - yearAverageBelow Average
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OverallAverageAverage
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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