Fidelity UK Select W Acc

Name
Fidelity UK Select W Acc
Manager
FIL Investment Services (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00BFRT3942
Sector
UK All Companies
Launched
13/11/2013
OCF
0.92 %
Risk Rating
4
3 Year Sharpe
0.02
3 Year Alpha
1.47
Yield
2.6 %
Benchmark
FTSE AllSh TR GBP
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. It aims to hold a concentrated portfolio of less than 50 securities. The Investment Manager will focus on companies which it believes have sustainable long-term earnings potential. The Investment Manager is not restricted in terms of size or industry.
Holding %
Unilever PLC 5.04 %
RELX PLC 4.84 %
Novo Nordisk A/S B 4.54 %
Roche Holding AG Dividend Right Cert. 4.52 %
St James's Place PLC 4.34 %
Persimmon PLC 4.26 %
Rio Tinto PLC 4.23 %
Ferguson PLC 4.20 %
Hargreaves Lansdown PLC 4.17 %
Auto Trader Group PLC 3.56 %
Region %
United Kingdom 76.20 %
Europe - ex Euro 11.78 %
Eurozone 6.21 %
United States 5.81 %
Sector %
Consumer Cyclical 20.03 %
Consumer Defensive 17.28 %
Industrials 15.11 %
Communication Services 11.83 %
Healthcare 11.45 %
Financial Services 9.83 %
Basic materials 7.50 %
Name
FIL Investment Services (UK) Ltd
Address
TN11 9DZ, Hildenborough, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Karan Singh
Joined 02/03/2020
Aruna Karunathilake
Joined 12/03/2007

Aruna Karunathilake joined Fidelity in 2000 as a research associate, and became an equity analyst covering the construction, real estate, telecoms and technology sectors. He has run part of an institutional multi-manager fund since November 2006. Aruna has a Masters degree in Chemistry from Oxford University.

Data provided by Morningstar.

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