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

£3.354

arrow-down£-0.007 (-0.21%)

Fund Code

BWUWA

B7DRD63

GB00B7DRD638

Prices updated as at 18 Dec 2025

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 , 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 Sep 14 - 30 Sep 15	2.94	3.91
30 Sep 15 - 30 Sep 16	19.70	11.00
30 Sep 16 - 30 Sep 17	10.30	10.10
30 Sep 17 - 30 Sep 18	4.07	2.92
30 Sep 18 - 30 Sep 19	4.45	-0.69
30 Sep 19 - 30 Sep 20	-16.16	-18.59
30 Sep 20 - 30 Sep 21	26.92	29.27
30 Sep 21 - 30 Sep 22	-3.38	-9.43
30 Sep 22 - 30 Sep 23	13.69	12.95
30 Sep 23 - 30 Sep 24	12.36	14.68
30 Sep 24 - 30 Sep 25	11.67	9.29

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	-0.21	0.02
1 Month	2.19	3.03
3 Months	6.68	5.40
6 Months	10.51	7.60
1 Year	20.09	15.88
3 Years annualised	11.45	11.13
5 Years annualised	10.30	9.10

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. 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.

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.