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Fidelity UK Opportunities A Acc

Ranked 21 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 : 31/12/2014 - 31/12/2015
  • Rank 21/256 Total Return
  • Rank 11/256 Standard Deviation
  • Rank 8/256 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

30/09/2015

Top 10 Holdings

Stock Size
BT Group PLC ORD 3.88
Lloyds Banking Group PLC ORD 3.20
Melrose Industries PLC ORD 3.09
Auto Trader Group PLC ORD 2.99
Pennon Group PLC ORD 2.87
St. James's Place PLC ORD 2.78
bwin.party Digital Entertainment Plc ORD 2.75
Mattioli Woods PLC ORD 2.60
Ultra Electronics Holdings PLC ORD 2.53
Barclays PLC ORD 2.53
30/09/2015

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

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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).