Fidelity UK Opportunities Fund W Income

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

118.90p

arrow-up0.50p (+0.42%)

Fund Code

WUKII

BH7HNZ8

GB00BH7HNZ83

Prices updated as at 23 Dec 2024

Prices in GBX

Investment objective

The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in the UK). The Fund may also invest a proportion of its assets in global companies listed in the UK. The Investment Manager will actively select companies based on their potential to generate capital growth. It is not restricted in terms of industry and size.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	0.67
	0.81
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	11 Dec 2024	pdf
Value Assessment Report	19 Nov 2024	pdf
Prospectus	11 Nov 2024	pdf
Key Information Document / Technical Guide	26 Jan 2024	pdf
Annual Reports	30 Sep 2023	pdf
Annual Short Report	30 Sep 2023	pdf
Interim Short Report	03 Aug 2023	pdf

Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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