SVM UK Opportunities A Retail

Category UK Flex-Cap Equity
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Last buy/sell price

574.00p

arrow-up3.50p (+0.61%)

Fund Code

3206430

GB0032064304

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI United Kingdom IMI (or any successor index). The Fund will identify investment opportunities in UK companies whose future growth is not reflected in current market expectations. The Fund will invest at least 80% in equities and equity related instruments in UK companies. The Fund will seek to invest in the full range of opportunities available to it, which will include shares on the Alternative Investment Market.
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
1.72
0.34
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 23 Jan 2024pdf
Annual Reports 31 Jul 2022pdf
Interim Short Report 31 Jul 2022pdf
Annual Short Report 30 Jun 2022pdf
Interim Reports 30 Sep 2017pdf
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.