Baillie Gifford UK Equity Alpha Fund

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Baillie Gifford UK Equity Alpha Fund Class B Acc

Category UK Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

647.90p

arrow-down-1.90p (-0.29%)

Fund Code

BFBBA

0585819

GB0005858195

Prices updated as at 01 May 2024
|
Prices in GBX
Investment objective
The Fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 2% per annum over rolling five-year periods. The Sub-fund will invest at least 80% in shares of UK companies, being those which are incorporated, domiciled or conducting a significant portion of their business in the UK. The Sub-fund will be actively managed and may invest in UK companies of any size and in any sector. The Sub-fund will have a concentrated portfolio of between 30 to 50 holdings.
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 charges

Product charges
0.51
0.15
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 10 Apr 2024pdf
Annual Reports 31 Mar 2024pdf
Annual Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 12 Feb 2024pdf
Interim Short Report 30 Sep 2023pdf
Interim Reports 30 Jun 2016pdf
Please note that service charges will also apply. Read more about our fees.

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.