FTF Martin Currie UK Equity Income Fund

Select share classes

FTF Martin Currie UK Equity Income Fund W (Acc)

A Select 50 Fund - Fidelity insight
Category UK Equity Income



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.753

arrow-up£0.013 (+0.47%)

Fund Code

BWUWA

B7DRD63

GB00B7DRD638

Prices updated as at 23 Dec 2024
|
Prices in GBP

Investment objective
The Fund aims to generate an income that is higher than that of the FTSE All-Share Index and increase in value through investment growth, over periods of five years, after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange. These companies are incorporated/domiciled in the UK or which have significant business operations in the UK. Typically, the number of holdings in the Fund will vary between 40 to 60 company shares and most of these will be the shares of large (such as those making up the FTSE 100 Index) companies. The Investment Manager does not intend to invest in every company in the FTSE All-Share Index and have the freedom to invest up to 10% of the Fund’s assets outside of it.

Annual charges

Product charges
0.52
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 12 Dec 2024pdf
Annual Reports 31 Mar 2024pdf
Annual Short Report 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 06 Feb 2024pdf
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