CFP SDL UK Buffettology Fund

Select share classes

CFP SDL UK Buffettology Fund General Accumulation

Category UK Mid-Cap Equity


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

£1.3087

arrow-up£0.001 (+0.08%)

Fund Code

CABFA

BF0LDZ3

GB00BF0LDZ31

Prices updated as at 23 Dec 2024
|
Prices in GBP

Investment objective
The investment objective of the Fund is to seek to achieve an annual compounding rate of return over the long term, defined as five to ten years, which is superior to the median performance of all of the funds forming the official peer group of which the Fund is part. ’Peer group’ is defined as being the Investment Association sector to which the Fund has been allocated (currently being the UK All Companies Sector) or to which it may be allocated in the future, as determined by that body. Investments will be made principally in UK equities, applying the methodology of Business Perspective Investing.

Annual charges

Product charges
1.00
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 26 Sep 2024pdf
Key Information Document / Technical Guide 17 Jun 2024pdf
Annual Reports 29 Feb 2024pdf
Annual Short Report 29 Feb 2024pdf
Interim Short Report 31 Dec 2023pdf
Please note that service charges will also apply. Read more about our fees.


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