This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
Prices updated as at 24 Jun 2021
Prices in GBX
The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. It aims to hold a concentrated portfolio of less than 50 securities. The Investment Manager will focus on companies which it believes have sustainable long-term earnings potential. The Investment Manager is not restricted in terms of size or industry.
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.
- Key stats
- Fidelity insight
- Charges & documents
- Risk & rating
|Fund type||Open Ended Investment Company|
|Fund manager||Aruna Karunathilake, Karan Singh|
|Fund comparative index||FTSE AllSh TR GBP|
|UK All Companies|
|UK Large-Cap Equity|
|Fund provider||FIL Investment Services (UK) Ltd|
|Share class launch date||13 Nov 2013|
|Distribution yield (%)||3.38|
|Historic yield (%)||-|
|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.