FTF ClearBridge UK Equity Income Fund W (Acc)

A Select 50 Fund - Fidelity insight

Category UK Equity Income

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

Last buy/sell price

£3.757

arrow-up£0.002 (+0.05%)

Fund Code

BWUWA

B7DRD63

GB00B7DRD638

Prices updated as at 23 Jul 2026

Prices in GBP

Investment objective

The Fund aims to generate an income that is higher than that of the FTSE All-Share Index and increase in value through investment growth, over periods of five years, after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange. These companies are incorporated/domiciled in the UK or which have significant business operations in the UK.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , 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 performance (%)

Year	This fund	UK Equity Income
30 Jun 15 - 30 Jun 16	6.78	-1.43
30 Jun 16 - 30 Jun 17	17.77	18.47
30 Jun 17 - 30 Jun 18	6.63	5.09
30 Jun 18 - 30 Jun 19	2.78	-2.76
30 Jun 19 - 30 Jun 20	-11.48	-14.88
30 Jun 20 - 30 Jun 21	19.10	22.06
30 Jun 21 - 30 Jun 22	3.84	-1.33
30 Jun 22 - 30 Jun 23	5.16	3.95
30 Jun 23 - 30 Jun 24	11.73	13.63
30 Jun 24 - 30 Jun 25	9.99	9.65
30 Jun 25 - 30 Jun 26	22.29	13.79

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	1.32	1.13
1 Month	3.24	4.17
3 Months	2.96	3.93
6 Months	8.18	6.68
1 Year	21.76	16.19
3 Years annualised	13.90	12.57
5 Years annualised	10.63	8.54

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

© Copyright 2026 Morningstar. All rights reserved. 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.

The ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.