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Fidelity Standard Life UK Equity Select

FE Crown Rating

Fund Objective

The fund aims to provide long term growth and is designed for investors who are looking for exposure to the UK equity market by investing in a concentrated portfolio of UK equity assets. The fund invests predominantly in the shares of companies listed on the UK stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified. The value of investments within the fund can fall as well as rise and is not guaranteed you may get back less than you pay in. The fund may use derivatives for the purposes of efficient portfolio management, reduction of risk or to meet its investment objective if this is permitted and appropriate.

Fund Manager

John Wilson

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Unit Name

Fidelity Standard Life UK Equity Select

Inc/Acc

Accumulating 

Citicode

EP94

Initial Charge

0.00%

Unit Currency

GBP 

ISIN

GB00B16MTP42 

Annual Charge

n/a

Mid

GBP 1.53

Change (Mid)

0.01 (0.53%)
28-Aug-2014

Unit LaunchDate

09-Jun-2006

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 0.73 -0.59 -1.80 8.61 63.32 59.56
Sector 1.44 0.57 -0.71 8.11 48.68 64.09
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 28.15 23.10 -17.44 14.23 49.85
Sector 21.73 14.33 -7.14 16.16 27.84

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 98.60
Money Market 1.40

Regional Breakdown

breakdown chart
  Region % of Fund
UK 98.60
Cash & Other 1.40

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 21.90
Consumer Services 17.70
Oil & Gas 14.70
Consumer Goods 11.50
Industrials 11.30
Telecommunications 9.10
Basic Materials 7.10
Health Care 4.60
Money Market 1.40
Technology 0.70

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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