Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fidelity UK Opportunities W Acc

Ranked 189 out of 234 in - UK (All Companies) over 36 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 : 30/04/2016 - 30/04/2019
  • Rank 189/234 Total Return
  • Rank 202/234 Standard Deviation
  • Rank 225/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -18.5% -5.9% 10.3% -4.4% -17.9%
2017 12.6% 2.5% 1.6% 4.6% 3.4%
2016 16.7% 0.4% -4.0% 13.6% 6.7%
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

31/03/2019

Top 10 Holdings

Stock Size
BP PLC ORD 5.56%
Prudential PLC ORD 4.09%
Oxford BioMedica PLC ORD 3.59%
Informa PLC ORD 3.48%
Cranswick PLC ORD 3.46%
BT Group PLC ORD 3.34%
Kaz Minerals PLC ORD 3.29%
Beazley PLC ORD 3.14%
Liontrust Asset Management PLC ORD 3.14%
GB Group PLC ORD 3.08%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/02/2014
  • Share Class size69Mn
  • Base currencyGBX
  • ISIN GB00BH7HNY76

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

Fidelity to merge away £450m MoneyBuilder Growth fund

Fidelity is set to merge away its MoneyBuilder Growth strategy into its smaller UK Opportunities fund as it seeks to ‘simplify’ its fund range

Fund managers vindicated as Sainsbury's/Asda merger blocked

Competition watchdog has confirmed fund managers' fears over collapse of deal that led to exodus from the shares over the last year.

Sainsbury's dives as watchdog deals 'mortal blow' to Asda merger

Shares in Sainsbury's tumble as competition watchdog warns of 'extensive' concerns over planned merger with Asda.

Himsworth leaves Sainsbury’s out of his shopping trolley

The supermarket chain will no longer be 'in the money' of the manager of the £122 million Fidelity UK Opportunities fund.

Miners drive FTSE higher as Amazon dents insurers

Miners help FTSE 100 end choppy session on a high, insurers wobble on Amazon report and RPC melts as investors baulk at spending.

Fund managers hail Sainsbury's swoop on Asda

Some fund managers may be humming 'We're in the money' along with Mike Coupe.

Leigh Himsworth on the niche retailers powering his portfolio

Fidelity’s Leigh Himsworth on what stocks drove his funds market beating success.

The fund houses and wealth firms in the crosshairs

After the Henderson Janus mega merger, who is next in the firing line for corporate acquisitions?

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?

...more...

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