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Fidelity Sustainable UK Equity Class W - Accumulation (GBP)

Sell:601.20p Buy:601.20p Change: 11.10p (1.88%)
Prices as at 22 November 2024
Sell:601.20p
Buy:601.20p
Change: 11.10p (1.88%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 22 November 2024
Sell:601.20p
Buy:601.20p
Change: 11.10p (1.88%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return -6.21% 20.95% -1.59% 3.23% 17.40%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Ayesha Akbar
Manager start date: 1 May 2013
Manager located in: London

Ayesha Akbar joined Fidelity's MultiManager Business in June 2008 as Portfolio Manager covering Asia Pacific ex-Japan and Global Emerging Market equities. She also brings a wealth of experience in other asset classes as a member of a broad asset team with previous employers. Prior to joining Fidelity Ayesha worked at Barclays Wealth for six years. She spent the first five years helping to establish the £10bn+ multi-manager business with the Private Clients division, working on global and regional fixed income and Asia/Emerging equities. For the last 12 months she has been an Associate Director of the newly formed Wealth division, focusing on manager research and portfolio management for Asian and Emerging equities. Before Barclays, Ayesha worked for two years as an investment analyst for Abu Dhabi Investment Authority, researching and managing portfolios of external funds focused on UK and European equities. Ayesha is a CFA Charter-holder. She has a BSc (Hons) Economics degree and an MSc (Accounting and Finance) degree both gained from the London School of Economics and Political Science.

manager photo
Manager Name: Nick Peters
Manager start date: 30 April 2013
Manager located in: TBA

Nick Peters is the Portfolio Manager & Team Leader - Equity Research. Nick has 20 years of industry experience been a portfolio manager at Fidelity since 2012, having previously been a portfolio manager at Barclays Wealth, a fund manager of the BAE Systems Pension Fund and a fund manager at Henderson Global Investors. Nick also has BA in Economics and Statistics from Exeter University and is an Associate of the Institute of Chartered Accountants

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now