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Fund updates
See recent changes affecting funds available on the Fidelity Personal Investing Platform
Fund objective change
Fund objective change
The respective supplements of the Funds will be amended to allow for exposure to China A Shares. The maximum permitted aggregate direct and indirect exposure to China A Shares will be equal to or less than 30% of net asset value respectively for the Funds. It is not expected that the risk profile or volaility of the Funds will be significantly impacted by this change or deviate from historical levels.
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GAM Star Disruptive Growth Inst GBP Acc (IE00B5VMHR51)
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GAM Star Disruptive Growth Z Acc (IE00BD7V7160)
Fund Change
Rebate Reduction
Effective date: 03 October 2024
- abrdn UK Real Estate Feeder Accumulation Fund Retail Acc (SIURA), GB00BYPHP973
Effective date: 01 September 2024
- JPM US Equity Income Fund C - Net Income (SPUII), GB00B3FJQ599
- JPM US Equity Income Fund C - Net Accumulation (SPUIA), GB00B3FJQ482
Effective date: 01 September 2024
- Royal London Corporate Bond Monthly Income Trust A Inc (COCBD), GB0033583427
- Royal London US Growth Trust A Inc (COUSG), GB0030038359
- Royal London European Growth Trust A Inc (COEUG), GB0009537407
- Royal London UK Growth Trust A Inc (COUKG), GB0001597979
- Royal London Sustainable Diversified Trust A Inc (COSDT), GB00B3PXJV84
- Royal London UK Income With Growth Trust A Inc (COUIG), GB0001598050
- Royal London Sustainable World Trust A Inc (COSWI), GB00B3PXJX09
- Royal London Sustainable Leaders Trust A Inc (COSTL), GB0001615102
Effective date: 01 July 2024
- Schroder Multi-Manager Diversity A Inc (CZMDI), GB0031537300
- Schroder Multi-Manager Diversity A Acc (CZMDA), GB0031549263
Effective date: 07 May 2024
- Royal London UK Equity Income Fund A Inc (ROEII), GB00B67N8655
- Royal London European Growth Fund A Acc (ROEGA), GB00B52DGB49
Fidelity Funds
Last updated on 12 April 2024
Fidelity UK Gilt Fund (GB0033144410, GB0002051844)
On 10 April 2024 the proposed merger of the Fidelity UK Gilt Fund into the Fidelity Index UK Gilt Fund was approved at a Shareholder meeting. This will take effect on 14 June 2024.
Further details can be found here.
Fidelity Index UK Gilt Fund (GB00BMQ57G79, GB00BMQ59H27)
On 10 April 2024 the proposed merger of the Fidelity UK Gilt Fund into the Fidelity Index UK Gilt Fund was approved at a Shareholder meeting. This will take effect on 14 June 2024.
Further details can be found here.
Fidelity Global Property Fund (GB00B1BXCS68, GB00B7K2NZ09, GB00BJ629381)
On 10 April 2024 the proposed merger of the Fidelity Global Property Fund into the Fidelity Global Enhanced Income Fund was approved at a Shareholder meeting. This will take effect on 14 June 2024.
Further details can be found here. here
Fidelity Global Enhanced Income Fund (GB00BD1NLL62, GB00BD1NLJ41)
On 10 April 2024 the proposed merger of the Fidelity Global Property Fund into the Fidelity Global Enhanced Income Fund was approved at a Shareholder meeting. This will take effect on 14 June 2024.
Further details can be found here.
Changes to Fidelity Funds
On 11 July 2023 we wrote to Shareholders to inform them that Fidelity will be making changes to a number of Fidelity Funds in the coming months. The changes are designed to evolve Fidelity’s product line-up to meet changing client needs. Full details of the changes, including effective dates, can be found in the Shareholder Notice and subsequent Clarification Notice which can be accessed below.
Changes to the Fidelity UK Fund
On 24 May 2023 proposed changes to the Fidelity UK Fund were approved at a Shareholder meeting. As a result of this the fund’s Investment Objective, Investment Policy and fund name will change with effect from 30 May 2023. Full details of the proposed changes can be found in the Shareholder Circular which can be accessed by clicking the link.
Fidelity Japan Smaller Companies Fund (GB0003860565, GB00B73VMD59)
On 14 February 2024 the proposed merger of the Fidelity Japan Smaller Companies Fund into the Fidelity Japan Fund was approved at a Shareholder meeting. This will take effect on 7 June 2024.
Further details can be found here.
Fidelity Japan Fund (GB0003877817, GB00B882N041)
On 14 February 2024 the proposed merger of the Fidelity Japan Smaller Companies Fund into the Fidelity Japan Fund was approved at a Shareholder meeting. This will take effect on 7 June 2024.
Further details can be found here.
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
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