TM 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

£1.3089

arrow-up£0.005 (+0.40%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 12 Dec 2025

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, defined as five to ten years, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is part. ’Peer group’ is defined as being the Investment Association sector to which the Fund has been allocated (currently being the UK All Companies Sector) or to which it may be allocated in the future, as determined by that body. 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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	20.16	4.57
30 Sep 18 - 30 Sep 19	3.62	0.15
30 Sep 19 - 30 Sep 20	-0.83	-8.68
30 Sep 20 - 30 Sep 21	28.18	36.56
30 Sep 21 - 30 Sep 22	-31.79	-29.87
30 Sep 22 - 30 Sep 23	5.61	10.21
30 Sep 23 - 30 Sep 24	12.10	18.19
30 Sep 24 - 30 Sep 25	1.56	5.62

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	0.40	0.50
1 Month	-1.49	-1.16
3 Months	-1.76	0.42
6 Months	-6.38	1.27
1 Year	-3.54	4.23
3 Years annualised	3.03	6.35
5 Years annualised	-1.12	2.98

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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