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Fidelity UK Opportunities W Acc

Ranked 49 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Leigh Himsworth

Leigh Himsworth currently works at Fidelity International as the lead manager on their UK opportunities fund. Born in Leeds in 1968 he 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. In July 2009 he left Royal London and joined Gartmore as head of UK equities. He then joined Eden Financial in 2011 before moving to Fidelity in 2014. Leigh 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 : 31/10/2015 - 31/10/2016
  • Rank 49/253 Total Return
  • Rank 210/253 Standard Deviation
  • Rank 138/253 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 0.4% -4.0% 13.6%
2015 17.6% 6.6% 4.3% 0.3% 5.5%
2014 -3.9% -0.9% -1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2016

Top 10 Holdings

Stock Size
Shire PLC ORD 4.73
Saga PLC ORD 3.28
Mondi PLC ORD 3.21
GKN PLC ORD 3.16
Paysafe Group PLC ORD 3.08
Cash and Other Assets 2.99
Henderson Group PLC ORD 2.93
Aviva PLC ORD 2.82
Wizz Air Holdings PLC ORD 2.76
Victrex PLC ORD 2.68
31/07/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/02/2014
  • Share Class size70Mn
  • Base currencyGBP
  • ISIN GB00BH7HNY76

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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