TM Crux UK Core Fund

Select share classes

TM CRUX UK Core Fund B Acc

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

268.96p

arrow-up0.63p (+0.23%)

Fund Code

WBUBA

B5839S6

GB00B5839S67

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
The investment objective of the Fund is to provide capital growth, with income being of secondary importance, net of fees, over 5 year rolling periods. The Fund aims to achieve its objective by investing 75% or more of the Scheme Property in UK companies (which are defined as companies incorporated, domiciled or with a significant proportion of their business in the UK), in any or all economic sectors and which are listed on a UK recognised investment exchange (RIE). This allocation may fall below 75% during difficult markets.
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
0.86
0.34
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Feb 2024pdf
Annual Reports 30 Sep 2023pdf
Annual Short Report 30 Sep 2023pdf
Interim Short Report 17 Aug 2023pdf
Interim Reports 31 Mar 2012pdf
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.