SVS Dowgate Wealth UK New Economies Fund Class B Income
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
182.50p
0.40p (+0.22%)
Fund Code
SMEGI
B43KQL7
GB00B43KQL71
Prices updated as at 25 Apr 2024
Prices in GBX
Investment objective
The investment objective of the Fund is to achieve long-term capital growth over a period of at least 7 years. The Manager’s policy in order to achieve the Trust's objective will be to invest at least 70% of its portfolio in UK companies (those domiciled or incorporated or that have a significant business in the UK). The Trust may also invest in companies listed on recognised UK stock exchanges (such as the London Stock Exchange) but which may be domiciled, incorporated or have significant business elsewhere. The companies in which the Manager invests will, in the opinion of the Manager, have the potential to deliver growth in earnings that exceeds that of the wider UK equity market.
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
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Adam Rackley |
| 183.9 | |
| 156.6 | |
| Fund comparative index | MSCI UK All Cap NR GBP |
| UK All Companies | |
| - | |
| 0.85 | |
| 0.33 | |
| 0.00 | |
| UK Flex-Cap Equity | |
| No | |
| Fund provider | Evelyn Partners Fund Solutions Limited |
| Share class launch date | 09 Jun 2011 |
| £13.86m | |
| - | |
| 1.66 | |
| - | |
| Semi-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.
