Morant Wright Funds (Ireland) plc - Morant Wright Fuji Yield Fund GBP Acc Hedged

Category Other Equity

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

Last buy/sell price

£32.7124

arrow-down£-0.259 (-0.79%)

Fund Code

MWFYA

BQ5BN22

IE00BQ5BN223

Prices updated as at 10 Jan 2025

Prices in GBP

Investment objective

The Fund’s primary investment objective is longer term income growth while also seeking to preserve and increase its capital value through diversified investment in a portfolio of Japanese equities and related instruments which generate a yield above the market average.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Annual performance (%)

Year	This fund	Other Equity
31 Dec 14 - 31 Dec 15	11.12	-
31 Dec 15 - 31 Dec 16	-0.04	-
31 Dec 16 - 31 Dec 17	29.51	-
31 Dec 17 - 31 Dec 18	-18.27	-
31 Dec 18 - 31 Dec 19	17.02	-
31 Dec 19 - 31 Dec 20	-9.69	-
31 Dec 20 - 31 Dec 21	21.48	-
31 Dec 21 - 31 Dec 22	12.82	-
31 Dec 22 - 31 Dec 23	40.48	-
31 Dec 23 - 31 Dec 24	34.68	-

Trailing returns (%)

Year	This fund	Other Equity
1 Day	-0.79	-
1 Month	-0.35	-
3 Months	3.65	-
6 Months	-1.50	-
1 Year	27.00	-
3 Years annualised	26.25	-
5 Years annualised	18.10	-

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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Morant Wright Fuji Yield