Fidelity Enhanced Income Fund W-Income
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
82.32p
0.39p (+0.48%)
Fund Code
WEINI
B87HPZ9
GB00B87HPZ94
Prices updated as at 28 Mar 2024
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.
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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 29 Mar 2024, 01:03
Trailing returns (%) as of 29 Mar 2024, 01:03
Annual performance (%)
Year | This fund | UK Equity Income |
---|---|---|
31 Dec 13 - 31 Dec 14 | 4.93 | 3.89 |
31 Dec 14 - 31 Dec 15 | 5.70 | 6.33 |
31 Dec 15 - 31 Dec 16 | 4.06 | 8.76 |
31 Dec 16 - 31 Dec 17 | 4.91 | 10.73 |
31 Dec 17 - 31 Dec 18 | -8.98 | -10.56 |
31 Dec 18 - 31 Dec 19 | 18.84 | 18.95 |
31 Dec 19 - 31 Dec 20 | -13.20 | -12.56 |
31 Dec 20 - 31 Dec 21 | 17.19 | 17.81 |
31 Dec 21 - 31 Dec 22 | 4.12 | -3.44 |
31 Dec 22 - 31 Dec 23 | 5.95 | 6.76 |
Trailing returns (%)
Year | This fund | UK Equity Income |
---|---|---|
1 Day | 0.01 | 0.11 |
1 Month | 1.89 | 3.47 |
3 Months | 0.78 | 1.95 |
6 Months | 3.17 | 6.96 |
1 Year | 5.39 | 9.10 |
3 Years annualised | 8.11 | 5.84 |
5 Years annualised | 4.60 | 4.52 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.