Fidelity UK Opportunities W Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 120.40 Day Change GBX +0.40 (0.33%)
Price Date 8 Dec 2016 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 76,000,000.00
Launch Date 01/09/2011 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BH7HNZ83 Min TopUp (£) 1,000.00

Fund Objective

Aims to provide long-term capital growth.Invests principally in the shares of UK companies.Investments are concentrated in the shares of a more limited number of companiesand therefore the resulting portfolio will be less diversified.May also invest in collective investment schemes, money market instruments, cash and near cash.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.The fund has discretion in its choices of investments within its objectives and policies.Income is accumulated in the share price.Shares can usually be bought and sold each business day of the fund.This fund may not be appropriate for investors who plan to sell their shares in thefund within 5 years. Investment in the fund should be regarded as a long-term investment.

Fund Managers

Leigh Himsworth
Leigh Himsworth joined Fidelity in 2014 and is responsible for the Fidelity UK Opportunities Fund. He has 20 years of experience in running high alpha UK growth portfolios. Prior to joining Fidelity, Leigh managed the City Financial UK Opportunities Fund at City Financial and Eden Financial (where the fund was known as CF Eden UK Select Opportunities Fund). In September 2009 he joined Gartmore Asset Management to head up the UK equity team and to manage the Gartmore UK Alpha Fund. From 2006 he worked for Royal London Asset Management where he ran the company's UK Mid-Cap Growth Trust, prior to this he worked for Rensburg (now Franklin Templeton) from 1995.