Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
Prices updated as at 20 Jan 2021
Prices in GBP
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 performance of the UK stock market. The Fund will invest principally in a portfolio of UK equities, and may also invest in other transferable securities, money market instruments, units and/or shares in other collective investment schemes, deposits, warrants, cash and near cash. The Investment Adviser will adopt a focused approach to investing in shares of those companies which it believes have strong operating franchises and experienced management teams and whose shares are undervalued and offer the potential for improved economic growth. The Fund may also invest in derivatives and forward transactions (for hedging purposes). The Fund may borrow and may enter into stocklending and underwriting transactions in accordance with COLL.
Important documents: Please ensure that you have read the Key information document, 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.
|Fund type||Open Ended Investment Company|
|Fund manager||Keith Ashworth-Lord|
|Fund comparative index||FTSE AllSh TR GBP|
|UK All Companies|
|UK Small-Cap Equity|
|Fund provider||Castlefield Fund Partners Limited|
|Share class launch date||18 Sep 2017|
|Distribution yield (%)||-|
|Historic yield (%)||1.00|
|Underlying yield (%)||-|
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.