Fidelity UK Select I Acc

Fund

Fund Info

  • Yield History2.04%
  • 3 Year sharpe0.83
  • 3 Year alpha1.58
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • SectorUK All Companies
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B63B5X92

Investment Strategy

The Fund’s investment objective is to achieve long term capital growth from a portfolio primarily invested in the shares of UK companies. The portfolio is likely to be concentrated although the ACD is not restricted in terms of number of holdings and is not restricted in its choice of company by either size or industry. A concentrated portfolio may comprise a smaller number of holdings having a large weighting in the overall portfolio and any price movement of any individual holdings may impact the Fund to a greater extent than if the Fund’s investments were comprised of a larger number of holdings. The Fund may also invest in other transferable securities, units in collective investment schemes, money market instruments, cash and deposits. The Fund can use derivatives for the purpose of efficient portfolio management with the aim of risk or cost reduction or to generate additional capital or income in line with the Fund's risk profile.