VT Momentum Diversified Income Fund A Income

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

82.419p

arrow-down-0.388p (-0.47%)

Fund Code

3146796

GB0031467961

Prices updated as at 28 Feb 2025
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Prices in GBX
Investment objective
The fund aims to provide income over the medium to long term (3-5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to be able to generate income (i.e. dividends) as well as some fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes (which may include funds managed and/or operated by the ACD or Investment Manager), money markets and cash deposits to provide further diversification to the fund in accordance with applicable regulations.
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)

3 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskHigh
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Jan 2025

Ratios
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1 year3 years
0.77-4.99
0.020.71
-1.37-0.93
0.0649.01
0.24-0.34
3.948.59
6.686.49


Important Information

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