TM Redwheel UK Equity Income L Inc

Category UK Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

155.40p

arrow-down-0.70p (-0.45%)

Fund Code

TRULI

BG342F9

GB00BG342F97

Prices updated as at 06 May 2026

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.

Annual performance (%)

Year	This fund	UK Equity Income
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	-26.43	-21.58
31 Mar 20 - 31 Mar 21	52.72	28.27
31 Mar 21 - 31 Mar 22	7.53	10.32
31 Mar 22 - 31 Mar 23	2.82	-0.71
31 Mar 23 - 31 Mar 24	10.73	7.37
31 Mar 24 - 31 Mar 25	18.75	6.14
31 Mar 25 - 31 Mar 26	23.50	14.49

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	0.58	1.46
1 Month	2.57	3.50
3 Months	0.12	0.24
6 Months	6.87	5.53
1 Year	27.74	17.01
3 Years annualised	19.28	10.58
5 Years annualised	12.47	7.65

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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