Fidelity Enhanced Income Fund

Select share classes

Fidelity Enhanced Income Fund W-Income

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

82.32p

arrow-up0.39p (+0.48%)

Fund Code

WEINI

B87HPZ9

GB00B87HPZ94

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The Fund aims to deliver an income that is at least 50% more than the income produced by the companies included in the FTSE All Share (Gross Total Return) Index. The Fund also has the potential to increase the value of investors investment. The Fund will invest at least 50% in equities (and their related securities) of companies domiciled, incorporated or having significant business in the UK and those which are listed in the UK. It is not restricted in terms of size or industry. Derivatives, including covered call options, will be used for investment purposes in order to further enhance the income generated by the underlying investments. The Fund is actively managed without reference to a benchmark.

Growth of 1,000 as of 29 Mar 2024, 01:03

Trailing returns (%) as of 29 Mar 2024, 01:03

Annual performance (%)

YearThis fundUK Equity Income
31 Dec 13 - 31 Dec 144.933.89
31 Dec 14 - 31 Dec 155.706.33
31 Dec 15 - 31 Dec 164.068.76
31 Dec 16 - 31 Dec 174.9110.73
31 Dec 17 - 31 Dec 18-8.98-10.56
31 Dec 18 - 31 Dec 1918.8418.95
31 Dec 19 - 31 Dec 20-13.20-12.56
31 Dec 20 - 31 Dec 2117.1917.81
31 Dec 21 - 31 Dec 224.12-3.44
31 Dec 22 - 31 Dec 235.956.76

Trailing returns (%)

YearThis fundUK Equity Income
1 Day0.010.11
1 Month1.893.47
3 Months0.781.95
6 Months3.176.96
1 Year5.399.10
3 Years annualised8.115.84
5 Years annualised4.604.52
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.