FTF Martin Currie UK Opportunities Fund W (Inc)
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.279
£0.01 (+0.79%)
Fund Code
BWIGW
BYVDZT9
GB00BYVDZT91
Prices updated as at 03 May 2024
Prices in GBP
Investment objective
The Fund aims to grow in value by more than the FTSE All-Share Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30–50 companies. The Investment Manager seeks to achieve the growth objective while maintaining volatility (a measure of the size of short-term changes in the value of an investment) at lower levels than that of the FTSE All-Share Index. This often means that the Fund invests in large- or medium-sized companies listed on the London Stock Exchange.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
---|---|
0.55 | |
0.03 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.