FTF Martin Currie UK Equity Income Fund

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FTF Martin Currie UK Equity Income Fund W (Inc)

A Select 50 Fund - Fidelity insight
Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.626

arrow-up£0.007 (+0.43%)

Fund Code

BWUWI

B7MKLS1

GB00B7MKLS14

Prices updated as at 26 Apr 2024
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Prices in GBP
Investment objective
The Fund’s primary aim is to generate an income that is higher than that of the FTSE All-Share Index, together with investment growth over a three to five-year period 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.

Our view

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Colin Morton is the lead portfolio manager on the Franklin UK Equity Income fund. He specialises in UK large caps and is part of a close knit team based in Leeds who invest solely in UK equities. The team work in very close cooperation with one another, sharing research, debating and challenging investment ideas. The core of the team has worked together for over 20 years.

The fund offers a balance between stocks which pay a dividend yield at a sustainable premium to the market and those which offer dividend growth in excess of the market income growth rate. The fund exhibits a core style overall giving a mixture of both defensive and more cyclical dividend payers.

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.