Fidelity UK Opportunities W Inc

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Fund Info

  • Yield History2.01%
  • 3 Year sharpe0.29
  • 3 Year alpha-3.13
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorUK All Companies
  • Manager GroupFidelity
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Sub-fund is to provide investors with consistent long term returns primarily from capital as well as income by investing principally in a concentrated portfolio of securities issued by UK companies. The Sub-Fund will be actively managed and the Investment Manager will seek to take advantage of attractive equity investment opportunities as they arise. The Sub-Fund will be principally invested in securities issued by UK companies, and may also invest in collective investment schemes, money market instruments and cash or near cash. There is no policy to restrict investment to any particular economic or industrial sector.

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