Quick Stats

Bid Price - Offer Price -
Mid Price GBX 130.30 Day Change GBX 0.00 (0.00%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 2.97 %
Total Expense Ratio 0.00 Fund Size 1,107,028,167.70
Launch Date 10/11/1980 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BFRT3B61 Min TopUp (£) 250.00

Fund Objective

Aims to provide income and long-term capital growth. Invests primarily in investments in the UK, including ordinary shares, preference shares, convertibles and bonds. The portfolio is likely to have a bias towards larger companies. Has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile.

Fund Managers

Michael Clark
Michael Clark is a Portfolio Manager at Fidelity Worldwide Investment (FIL). From FIL's London headquarters, Mr. Clark has managed the Fidelity Income Plus Fund since July 2008. He also manages the Fidelity Enhanced Income Fund, which was launched in February 2009. Prior to becoming a Portfolio Manager, Mr. Clark spent five years as Pan-European Equity Research Analyst with Fidelity, covering oil services, construction, automotive and industrials. Mr Clark has over twenty years investment experience as an analyst on the sell-side, covering a wide range of companies and sectors in the UK and Continental Europe. These sectors include foods, business services, pharmaceuticals and electrical engineering. Previously he worked at JP Morgan, Enskilda and Morgan Grenfell. In 1982 Mr Clark gained a degree in Modern Languages from Cambridge University.