CT Monthly Extra Income Fund Retail Income GBP

Category GBP Allocation 60-80% Equity
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Last buy/sell price

£0.8857

arrow-up£0.002 (+0.24%)

Fund Code

0837082

GB0008370826

Prices updated as at 15 May 2025
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Prices in GBP
Investment objective
The Fund aims to provide a monthly income with prospects for capital growth over the long term. It looks to provide an income yield higher than the FTSE All-Share Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests in a combination of company shares and bonds; typically, between 70-80% in UK company shares and 20%-30% in bonds. The Fund considers UK companies to mean companies listed on the London Stock Exchange; predominantly those domiciled in the UK, or which have significant UK business operations.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearHighHigh
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5 - yearAbove AverageAbove Average
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10 - yearAverageHigh
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OverallAbove AverageHigh
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

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