TM Oberon UK Core Fund B Acc

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

326.57p

arrow-up1.77p (+0.54%)

Fund Code

WBUBA

B5839S6

GB00B5839S67

Prices updated as at 12 Dec 2025

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.

Company name

Oberon Investments Ltd

Fund launch date

01 Jan 1992

Domicile

United Kingdom

UCITS

Yes

Fund manager

Richard Penny

Manager start date

22 Nov 2021

Fund manager biography

Richard joined CRUX Asset Management in June 2018 and started managing the TM CRUX UK Special Situations Fund in October 2018. Prior to this, Richard had worked at LGIM for 15 years where he had managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management. In October 2022 Richard received an AA rating from Citywire. Richard has a master’s degree in Engineering and Economics from Oxford University.

Head office

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12, Hornsby Square, Southfields Business Park

Basildon

United Kingdom

SS15 6AD

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