FTF Martin Currie 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
£2.811
£-0.001 (-0.04%)
Fund Code
BWUWA
B7DRD63
GB00B7DRD638
Prices updated as at 11 Oct 2024
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. Typically, the number of holdings in the Fund will vary between 40 to 60 company shares and most of these will be the shares of large (such as those making up the FTSE 100 Index) companies. The Investment Manager does not intend to invest in every company in the FTSE All-Share Index and have the freedom to invest up to 10% of the Fund’s assets outside of it.
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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Ben Russon, Joanne Rands, Will Bradwell |
2.88 | |
2.4 | |
Fund comparative index | FTSE AllSh TR GBP |
UK Equity Income | |
- | |
0.52 | |
0.04 | |
0.00 | |
UK Equity Income | |
No | |
Fund provider | Franklin Templeton Fund Management Ltd |
Share class launch date | 31 May 2012 |
£909.77m | |
- | |
4.59 | |
- | |
Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.