TM SDL UK Buffettology Fund General Income

Category UK Mid-Cap Equity

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

Last buy/sell price

275.96p

arrow-up0.09p (+0.03%)

Fund Code

CABFI

BKJ9C67

GB00BKJ9C676

Prices updated as at 02 Apr 2026

Prices in GBX

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
31 Mar 15 - 31 Mar 16	17.89	4.22
31 Mar 16 - 31 Mar 17	21.63	14.39
31 Mar 17 - 31 Mar 18	20.14	8.38
31 Mar 18 - 31 Mar 19	5.12	-0.98
31 Mar 19 - 31 Mar 20	-10.80	-18.39
31 Mar 20 - 31 Mar 21	39.87	49.30
31 Mar 21 - 31 Mar 22	-6.53	-4.48
31 Mar 22 - 31 Mar 23	-12.74	-9.74
31 Mar 23 - 31 Mar 24	8.67	6.93
31 Mar 24 - 31 Mar 25	0.01	0.45
31 Mar 25 - 31 Mar 26	-8.71	8.98

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	0.03	-0.22
1 Month	-5.77	-8.34
3 Months	-10.01	-4.29
6 Months	-11.62	-4.53
1 Year	-7.73	9.06
3 Years annualised	0.11	5.10
5 Years annualised	-4.05	-0.22

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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