CFP SDL UK Buffettology Fund

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CFP SDL UK Buffettology Fund General Accumulation

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price


arrow-down£-0.011 (-0.74%)

Fund Code




Prices updated as at 26 Nov 2021
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 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.

Growth of £1,000 as of 28 Nov 2021, 14:11

Trailing returns (%) as of 28 Nov 2021, 14:11

No data available

Annual performance (%)

YearThis fundUK Mid-Cap Equity
30 Sep 10 - 30 Sep 11--
30 Sep 11 - 30 Sep 12--
30 Sep 12 - 30 Sep 13--
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 1820.164.57
30 Sep 18 - 30 Sep 193.620.15
30 Sep 19 - 30 Sep 20-0.83-8.68
30 Sep 20 - 30 Sep 2128.1836.56

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day-0.74-1.76
1 Month-3.56-2.69
3 Months-8.61-7.44
6 Months-0.47-0.80
1 Year13.8518.46
3 Years annualised9.7110.10
5 Years annualised--
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.