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


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

598.10p

arrow-up4.00p (+0.67%)

Fund Code

IUN

0337366

GB0003373668

Prices updated as at 12 Dec 2025
|
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
0.48
No
-
0.00
0.00
Minimum investment1,000.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 11 Dec 2025pdf
Value Assessment Report 13 Oct 2025pdf
Prospectus07 Oct 2025pdf
SDR Consumer facing disclosure20 Mar 2025pdf
Key Information Document / Technical Guide 20 Mar 2025pdf
Annual Report 31 Dec 2024pdf
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.


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