SVM UK Opportunities B Institutional

Category UK Flex-Cap Equity

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

Last buy/sell price

706.80p

arrow-up12.60p (+1.82%)

Fund Code

SVUOA

3208481

GB0032084815

Prices updated as at 19 Sep 2024

Prices in GBX

Investment objective

The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI United Kingdom IMI (or any successor index). Performance is measured on a monthly basis over rolling 5 year periods after all fees and costs are deducted. The Fund will invest at least 80% in equities and equity related instruments in UK companies.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Neil Veitch
	717
	550.9
Fund comparative index	MSCI UK IMI NR GBP
	UK All Companies
	-
	0.95
	0.24
	0.00
	UK Flex-Cap Equity
	No
Fund provider	SVM Asset Management Ltd
Share class launch date	17 Mar 2000
	£154.33m
	-
	1.10
	-
	Annually

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.

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SVM UK Opportunities Fund