Fidelity UK Opportunities Fund W Accumulation

Fidelity UK Opportunities Fund W Accumulation
Fidelity (FIL Investment SVCS (UK) Ltd)
Open Ended Investment Company
UK All Companies
0.95 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.3 %
The objective of the Sub-fund is to provide investors with consistent long term returns primarily from capital as well as income by investing principally in a concentrated portfolio of securities issued by UK companies. The Sub-Fund will be actively managed and the Investment Manager will seek to take advantage of attractive equity investment opportunities as they arise. The Sub-Fund will be principally invested in securities issued by UK companies, and may also invest in collective investment schemes, money market instruments and cash or near cash. There is no policy to restrict investment to any particular economic or industrial sector.
Holding %
Fidelity ILF - GBP A Acc 5.39 %
Prudential PLC 4.13 %
Lloyds Banking Group PLC 3.78 %
EI Group PLC 3.26 %
GVC Holdings PLC 3.23 %
Cranswick PLC 3.20 %
Aviva PLC 3.15 %
Great Portland Estates PLC 3.15 %
Randgold Resources Ltd 3.05 %
Liontrust Asset Management PLC 2.98 %
Region %
United Kingdom 96.75 %
Sector %
Financial Services 23.26 %
Consumer Cyclical 21.85 %
Basic materials 14.71 %
Industrials 11.35 %
Healthcare 7.54 %
Consumer Defensive 6.43 %
Real Estate 5.46 %
Energy 5.03 %
Fidelity (FIL Investment SVCS (UK) Ltd)
TN11 9DZ, Hildenborough Kent, United Kingdom
Legal Structure
Open Ended Investment Company


Leigh Himsworth
Joined 02/07/2014

Leigh joined from Royal London Asset Management, where he spent over three years running the Royal London UK Mid-Cap Growth Trust. After completing his MBA in 1995, Leigh took a role with Rensburg as private client stockbroker. He joined Nestlé in 1998, where he managed both small and mid cap pension funds, before moving back to Rensburg in 2001 to run their Mid-Cap Growth Trust. Leigh graduated with a Degree in Law from the University of Newcastle.

Data provided by Morningstar.

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