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Fidelity UK Equity Pensions

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To achieve long term capital growth with the level of income expected to be low.It invests primarily in the shares of companies in the UK. There is no policy to restrict investments to particular economic sectors.

Fund Manager ( Underlying )

Nick Peters




Primary Asset Class

Fund Size

GBX 38.00m as at 31-Dec-2013

Downloads ( Underlying )

Unit Name

Fidelity UK Equity Pensions C1





Initial Charge


Unit Currency




Annual Charge



GBX 216.80

Change (Mid)

2.70 (1.25%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 1.61 -1.56 -0.05 5.42 46.54 64.69
Sector -2.07 -3.34 -2.18 0.34 39.32 50.67

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 25.72 12.33 -4.42 16.41 26.51
Sector 21.73 14.33 -7.14 16.16 27.84

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 87.80
US Equities 3.40
French Equities 2.50
Swiss Equities 1.90
Uninvested Cash 1.50
Danish Equities 0.90
German Equities 0.60
Spanish Equities 0.60
Chinese Equities 0.20
Irish Equities 0.20
Belgian Equities 0.10
Other Countries 0.10

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 87.80
USA 3.40
France 2.50
Switzerland 1.90
Uninvested Cash 1.50
Denmark 0.90
Germany 0.60
Spain 0.60
China 0.20
Ireland 0.20
Belgium 0.10
Other Countries 0.10

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 24.30
Consumer Goods 14.70
Consumer Services 13.90
Health Care 13.30
Industrials 12.00
Oil & Gas 7.40
Utilities 5.40
Basic Materials 3.20
Telecommunications 2.70
Technology 1.80
Uninvested Cash 1.50

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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