Fidelity UK Select W Acc

Name
Fidelity UK Select W Acc
Manager
Fidelity (FIL Investment SVCS (UK) Ltd)
Type
Open Ended Investment Company
ISIN
GB00BFRT3942
Sector
UK All Companies
Launched
13/11/2013
OCF
0.92 %
Risk Rating
3
3 Year Sharpe
0.75
3 Year Alpha
1.65
Yield
2 %
Benchmark
FTSE AllSh TR GBP
The fund aims to increase the value of your investment over a period of 5 years or more by investing 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 manager will focus on companies which it believes have sustainable long-term earnings potential. The manager is not restricted in terms of size or industry. The fund is actively managed without reference to a benchmark.
Holding %
Diageo PLC 6.11 %
Unilever PLC 5.55 %
Compass Group PLC 4.34 %
RELX PLC 4.14 %
Fidelity ILF - USD A Acc 3.82 %
BP PLC 3.73 %
London Stock Exchange Group PLC 3.47 %
St James's Place PLC 3.45 %
InterContinental Hotels Group PLC 3.09 %
Meggitt PLC 3.00 %
Region %
United Kingdom 81.67 %
United States 8.45 %
Europe - ex Euro 5.64 %
Sector %
Consumer Cyclical 27.17 %
Industrials 18.35 %
Consumer Defensive 13.90 %
Financial Services 13.04 %
Energy 10.46 %
Healthcare 7.73 %
Name
Fidelity (FIL Investment SVCS (UK) Ltd)
Address
TN11 9DZ, Hildenborough, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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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