TM Oberon UK Special Situations Fund I GBP Income

Category UK Mid-Cap Equity

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

Last buy/sell price

116.71p

arrow-up2.00p (+1.74%)

Fund Code

CRUKI

BG5Q5V0

GB00BG5Q5V00

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The investment objective of the Fund is to achieve long-term (i.e. over 5 years) capital growth, net of fees. The Fund aims to achieve the investment objective by investing at least 80% of the value of its Scheme Property in shares listed on UK securities markets in companies that are incorporated or domiciled in the UK.

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.

Company name

Oberon Investments Ltd

Fund launch date

17 Sep 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Richard Penny

Manager start date

01 Oct 2018

Fund manager biography

Richard joined CRUX Asset Management in June 2018 and started managing the TM CRUX UK Special Situations Fund in October 2018. Prior to this, Richard had worked at LGIM for 15 years where he had managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management. In October 2022 Richard received an AA rating from Citywire. Richard has a master’s degree in Engineering and Economics from Oxford University.

Head office

-

12, Hornsby Square, Southfields Business Park

Basildon

United Kingdom

SS15 6AD

Got a question?

Get in touch

we're here to help:

-

Mon-Fri 8am to 6pm

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.