TM Redwheel UK Equity Income

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TM Redwheel UK Equity Income Fund Class R Accumulation

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

136.10p

arrow-down-0.30p (-0.22%)

Fund Code

TRURA

BG34129

GB00BG341295

Prices updated as at 02 May 2024
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Prices in GBX
Investment objective
The Fund aims to deliver a dividend yield in excess of the FTSE All Share Index, whilst providing long term capital growth. The Fund invests at least 80% of its assets in a concentrated range of equities issued by UK companies and equity related securities received through corporate action such as preference shares and rights. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds investments in 25-45 companies.
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.

Growth of 1,000 as of 03 May 2024, 09:05

Trailing returns (%) as of 03 May 2024, 09:05

Annual performance (%)

YearThis fundUK Equity Income
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20-26.55-21.58
31 Mar 20 - 31 Mar 2152.4728.27
31 Mar 21 - 31 Mar 227.2610.32
31 Mar 22 - 31 Mar 232.66-0.71
31 Mar 23 - 31 Mar 2410.527.37

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.220.12
1 Month2.021.88
3 Months11.196.29
6 Months12.2912.59
1 Year11.836.39
3 Years annualised7.455.33
5 Years annualised6.704.26
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.