Fidelity Sustainable UK Equity Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Sustainable UK Equity Fund W Accumulation

Category UK Large-Cap Equity
Sustainability Focus


star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

555.20p

arrow-up5.60p (+1.02%)

Fund Code

IUN

0337366

GB0003373668

Prices updated as at 01 Apr 2026
|
Prices in GBX

Investment objective
The Fund aims to increase the value of your investment over a period of 5 years, or more. The Fund will invest at least 70% of its assets in companies which contribute to positive environmental and / or social outcomes, across the following sustainability topics: (i) health and nutrition; (ii) financial inclusion and resilience; (iii) decarbonisation; (iv) innovation and sustainable infrastructure; and (v) resource efficiency. The Fund will invest at least 70% of its assets in the shares of UK companies (those domiciled, incorporated, or having significant business in the UK) and may invest up to 30% of its assets in companies incorporated anywhere in the world including emerging markets.

Annual charges

Product charges
0.88
0.45
No
-
0.00
0.00
Minimum investment1,000.00

Documents

Document nameDate postedDownload
SDR Consumer facing disclosure18 Mar 2026pdf
Fund Provider FactSheet 18 Mar 2026pdf
Prospectus27 Feb 2026pdf
Key Information Document / Technical Guide 16 Feb 2026pdf
Value Assessment Report 13 Oct 2025pdf
Annual Report 30 Jun 2025pdf
Interim Report 31 Dec 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2026 Morningstar. All rights reserved.