FTF ClearBridge UK Equity Income Fund W (Inc)

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

£1.918

arrow-up£0.007 (+0.37%)

Fund Code

BWUWI

B7MKLS1

GB00B7MKLS14

Prices updated as at 09 Jan 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 , 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
31 Dec 15 - 31 Dec 16	15.32	8.76
31 Dec 16 - 31 Dec 17	12.05	10.73
31 Dec 17 - 31 Dec 18	-8.86	-10.56
31 Dec 18 - 31 Dec 19	23.66	18.95
31 Dec 19 - 31 Dec 20	-11.40	-12.56
31 Dec 20 - 31 Dec 21	17.88	17.81
31 Dec 21 - 31 Dec 22	2.36	-3.44
31 Dec 22 - 31 Dec 23	6.35	6.76
31 Dec 23 - 31 Dec 24	5.38	8.08
31 Dec 24 - 31 Dec 25	21.72	16.92

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	-0.36	-0.27
1 Month	1.76	2.71
3 Months	4.37	3.99
6 Months	12.31	9.03
1 Year	22.14	18.35
3 Years annualised	9.74	9.97
5 Years annualised	9.37	8.45

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.

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