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
£1.2817
£0.013 (+1.02%)
Fund Code
CABFA
BF0LDZ3
GB00BF0LDZ31
Prices updated as at 28 Mar 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 29 Mar 2024, 11:03
Trailing returns (%) as of 29 Mar 2024, 11:03
Annual performance (%)
Year | This fund | UK Mid-Cap Equity |
---|---|---|
31 Dec 13 - 31 Dec 14 | - | - |
31 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | - | - |
31 Dec 16 - 31 Dec 17 | - | - |
31 Dec 17 - 31 Dec 18 | 0.37 | -14.94 |
31 Dec 18 - 31 Dec 19 | 25.26 | 30.83 |
31 Dec 19 - 31 Dec 20 | 3.86 | -2.93 |
31 Dec 20 - 31 Dec 21 | 8.78 | 14.80 |
31 Dec 21 - 31 Dec 22 | -23.39 | -22.16 |
31 Dec 22 - 31 Dec 23 | 1.10 | 5.90 |
Trailing returns (%)
Year | This fund | UK Mid-Cap Equity |
---|---|---|
1 Day | 1.02 | 0.67 |
1 Month | 2.68 | 3.77 |
3 Months | 4.74 | 1.81 |
6 Months | 10.45 | 10.29 |
1 Year | 8.48 | 9.90 |
3 Years annualised | -3.60 | -2.28 |
5 Years annualised | 2.08 | 2.84 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.