CFP SDL UK Buffettology Fund

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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.

Growth of 1,000 as of 29 Mar 2024, 11:03

Trailing returns (%) as of 29 Mar 2024, 11:03

Annual performance (%)

YearThis fundUK 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 180.37-14.94
31 Dec 18 - 31 Dec 1925.2630.83
31 Dec 19 - 31 Dec 203.86-2.93
31 Dec 20 - 31 Dec 218.7814.80
31 Dec 21 - 31 Dec 22-23.39-22.16
31 Dec 22 - 31 Dec 231.105.90

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day1.020.67
1 Month2.683.77
3 Months4.741.81
6 Months10.4510.29
1 Year8.489.90
3 Years annualised-3.60-2.28
5 Years annualised2.082.84
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.