Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Fidelity UK Opportunities A Acc

Ranked 10 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Leigh Himsworth

Born in 1968 and from Leeds, Leigh Himsworth studied Law at Newcastle University, graduating in 1989. Leigh’s working career began in accountancy roles before he completed an MBA at Bradford. He then moved into the investment arena, becoming a private client stockbroker with BWD Rensburg. Leigh took on his first pure fund management role with the Nestle Pension fund from 1998 to 2001 before returning to Rensburg, this time as a fund manager, specialising in UK mid caps. In 2006 he left Rensburg to join Royal London Asset Management where, as one of a seven-man investment team, he managed the firm’s UK Mid-Cap Growth fund and was rated by Citywire. In July 2009 he left Royal London and joined Gartmore as head of UK equities. He then joined Eden Financial in 2011 where he runs the CF Eden UK Select Opportunities Fund. In addition to his law degree and MBA, Leigh also holds the Securities Institute Diploma and ASIP qualifications. Away from the office his pastimes include supporting Leeds United FC, walking, chess and martial arts.

Objective

The fund objective is to provide investors with consistent long-term total return through investment in a concentrated portfolio of UK listed companies. The fund has no specific industrial or economic sector focus.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.1%
2015 13.1% 3.3% 4.1% 0.1% 5.1%
2014 -4.1% -1.1% 1.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Shire PLC ORD 3.65
GlaxoSmithKline PLC ORD 3.55
Mondi PLC ORD 3.27
Micro Focus International PLC ORD 3.14
GKN PLC ORD 3.10
Henderson Group PLC ORD 3.10
Victrex PLC ORD 2.98
Premier Foods PLC ORD 2.74
Spectris PLC ORD 2.69
SuperGroup PLC ORD 2.59
31/03/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/02/2014
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00BH7HNW52

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

Related News

How fund managers are keeping up with UK retail

With the Lidl and Aldi revolution surprising everyone, will fund managers be able to catch the next retail trend?

Mattioli Woods leads listed wealth managers – can its rise continue?

Mattioli Woods was the standout performer among listed wealth managers last year and is already well ahead of the pack in 2014. But can its rise continue?

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).