FTF Martin Currie UK Equity Income Fund

Select share classes

FTF Martin Currie UK Equity Income Fund W (Acc)

A Select 50 Fund - Fidelity insight
Category UK Equity Income



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

£2.811

arrow-down£-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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerBen Russon, Joanne Rands, Will Bradwell
2.88
2.4
Fund comparative indexFTSE AllSh TR GBP
UK Equity Income
-
0.52
0.04
0.00
UK Equity Income
No
Fund providerFranklin Templeton Fund Management Ltd
Share class launch date31 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.

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.

Any 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.
© Copyright 2024 Morningstar. All rights reserved.