CFP SDL UK Buffettology Fund

Select share classes

CFP SDL UK Buffettology Fund General Accumulation

Category UK Mid-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.2454

arrow-down£-0.008 (-0.61%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 19 Apr 2024
|
Prices in GBP
Investment objective
The investment objective of the Fund is to seek to achieve an annual compounding rate of return over the long term which is superior to the median performance of all of the funds forming the official peer group of which the Fund is part. Investments will be made principally in UK equities, applying the methodology of Business Perspective Investing.
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 charges

Product charges
1.18
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 10 Jan 2024pdf
Annual Reports 31 Dec 2023pdf
Fund Provider FactSheet 31 Dec 2023pdf
Interim Short Report 31 Dec 2023pdf
Annual Short Report 31 Jul 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.