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Fidelity Inst UK

Ranked 110 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Fund's investment objective is to achieve long term capital appreciation. The Fund will invest primarily in the shares of companies in the United Kingdom. There is no policy to restrict investment to particular economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 110/255 Total Return
  • Rank 97/255 Standard Deviation
  • Rank 116/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -12.0% -7.1% 9.1% -1.5% -11.9%
2017 9.5% 4.6% 1.5% 0.4% 2.7%
2016 9.5% -1.9% 0.0% 8.4% 3.0%
2015 9.0% 7.2% -0.4% -2.2% 4.4%
2014 4.1% 0.0% 1.3% 0.5% 2.3%
2013 26.0% 13.6% 0.4% 4.8% 5.3%
2012 12.7% 7.3% -3.2% 5.6% 2.8%
2011 -4.2% 1.0% 0.0% -11.6% 7.2%
2010 16.7% 6.8% -9.9% 12.6% 7.7%
2009 26.9% -9.0% 10.0% 20.4% 5.3%
2008 -28.2% -8.8% -1.7% -15.0% -5.8%
2007 7.6% 2.9% 3.8% -0.5% 1.4%
2006 11.9% 6.6% -3.3% 3.3% 5.2%
2005 20.9% 4.0% 4.0% 7.9% 3.5%
2004 9.4% 0.8% 1.7% 1.6% 5.1%
2003 20.6% -6.8% 14.4% 4.9% 7.9%
2002 -24.4% 1.1% -11.4% -18.1% 3.0%
2001 -9.2% -6.8% 2.0% -13.3% 10.2%
2000 -1.9% -2.4% -1.2% 2.6% -0.8%
1999 25.9% 10.6% 2.4% -4.5% 16.4%
1998 8.2% 17.3% -1.8% -18.3% 15.0%
1997 21.8% 6.1% 3.8% 13.1% -2.2%
1996 4.6% 4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
BP PLC ORD 4.57%
Diageo PLC ORD 3.18%
Royal Dutch Shell PLC ORD 3.06%
Lloyds Banking Group PLC ORD 2.96%
AstraZeneca PLC ORD 2.76%
Unilever PLC ORD 2.60%
Prudential PLC ORD 2.32%
GlaxoSmithKline PLC ORD 1.82%
National Grid PLC ORD 1.79%
HSBC Holdings PLC ORD 1.73%
30/11/2018

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Ireland
  5. Netherlands
  6. Norway
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date31/05/1996
  • Share Class size278Mn
  • Base currencyGBP
  • ISIN GB0003373668

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment5.25%

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