Fidelity UK Opportunities W Inc
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.67 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.67 |
Cumulative Performance
Discrete Performance
Fund Size | 414,000,000.00 | Launch Date | 07/02/2014 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.50 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.67 |
ISIN | GB00BH7HNZ83 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 0.6700 (on 20/01/2021) |
Aims to provide long-term capital growth. Invests principally in the shares of UK companies. Investments are concentrated in the shares of a more limited number of companies and therefore the resulting portfolio will be less diversified. May also invest in collective investment schemes, money market instruments, cash and near cash. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. The fund has discretion in its choices of investments within its objectives and policies.
Leigh Himsworth
Leigh Himsworth joined Fidelity in 2014 as the portfolio manager of the Fidelity UK Opportunities Fund. Leigh is a Financial Express Trustnet Alpha Manager with almost 20 years of experience in the financial services industry. In his career, Leigh has held portfolio management roles at City Financial, Eden Financial, Gartmore, Royal London Asset Management and Rensburg. Leigh trained as an accountant and completed his MBA in 1995.
Jac Jones
Name | Weight |
---|---|
American Emerging Equities | 1.00% |
Money Market | 4.00% |
UK Equities | 94.00% |
Name | Weight |
---|---|
Basic Materials | 11.00% |
Consumer Goods | 8.00% |
Consumer Services | 11.00% |
Financials | 22.00% |
Health Care | 5.00% |
Industrials | 17.00% |
Money Market | 4.00% |
Oil & Gas | 8.00% |
Technology | 1.00% |
Telecommunications | 4.00% |
Utilities | 4.00% |
Name | Weight |
---|---|
ANGLO AMERICAN | 3.00% |
CERES POWER HLDGS | 3.00% |
ENTAIN PLC | 3.00% |
RIO TINTO | 3.00% |
VODAFONE GROUP | 3.00% |
AVIVA | 2.00% |
GENUS PLC | 2.00% |
LIONTRUST ASSET MANAGEMENT PLC | 2.00% |
PERSIMMON | 2.00% |
SPECTRIS | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.