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

£1.2817

arrow-up£0.013 (+1.02%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 28 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerKeith Ashworth-Lord
1.28
1.09
Fund comparative indexIA UK All Companies
UK All Companies
-
1.18
0.04
0.00
UK Mid-Cap Equity
No
Fund providerConBrio Fund Partners Limited
Share class launch date18 Sep 2017
£1.65b
-
0.20
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.