TM SDL Free Spirit

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TM SDL Free Spirit Fund General Income

Category UK Small-Cap Equity

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

Last buy/sell price

£1.4892

arrow-down£-0.002 (-0.14%)

Fund Code

CAFSI

BYYQC49

GB00BYYQC495

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The investment objective of the Fund is to seek to maximise total returns over the long term, defined as 5 – 10 years. At least 80% of the Fund will be invested within UK equities, with an emphasis on smaller and mid capitalised companies. The Fund will have a concentrated portfolio of between 25 and 40 holdings when fully invested. The Investment adviser will apply 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.

Company name

Thesis Unit Trust Management Limited

Fund launch date

03 Jan 2017

Domicile

United Kingdom

UCITS

Yes

Lead manager

Eric Burns

Lead manager start date

30 Nov 2023

Lead fund manager biography

Eric has over 25 years’ experience of UK equity markets. He joined Sanford DeLand in 2020, to lead the stock research process for the UK Buffettology and Free Spirit Funds. He is a Chartered Fellow of the CISI and was voted Analyst of the Year at the 2015 UK SmallCap Awards.

Fund manager

Chloe Smith

Manager start date

01 Dec 2022

Fund manager biography

Chloe Smith is the Fund Finance Director at the Investment manager and has over 10 years of experience in the financial services sector. She spent 8 years at Close Brothers responsible for the Asset Finance division Financial Control and later Financial Planning & Analysis and Investments, before moving to Kvika Banki, where she led the UK finance team and held a board position for a bridging lender. Chloe is fellow of ACCA and qualified in audit.

Head office

Thesis Unit Trust Management Limited

Exchange Building

Chichester

United Kingdom

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Important Information

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