FNW Rathbone Recovery Life Fund

Category UK Mid-Cap Equity


Last buy/sell price

98.90p

arrow-up0.50p (+0.50%)

Fund Code

B3KN8Z0

GB00B3KN8Z01

Prices updated as at 27 Mar 2024
|
Prices in GBX

Investment objective
The objective of the fund is to deliver a greater total return than the FTSE All-Share Index, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. The manager use the FTSE All-Share Index as a target for the fund’s return because the manager want to offer a better return than the UK stock market. To meet the objective, the fund manager will invest at least 80% of the fund in UK-listed companies which are domiciled, incorporated or have a significant part of their business in the UK, with the remainder in global shares, cash, short-term deposits and UK government debt.

Fund statusOpen
Fund typeInsured
Fund managerAlexandra Jackson
-
-
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
1.63
0.08
-
UK Mid-Cap Equity
No
Fund providerFidelity FundsNetwork
Share class launch date01 Aug 2006
£46.72m
-
-
-
-
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.