WS AVI Worldwide Opportunities Fund

Select share classes
There is only one type of share class for this fund.

WS AVI World Opportunities Fund ACC

Category GBP Flexible Allocation


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

595.64p

arrow-down-1.27p (-0.21%)

Fund Code

MIOBA

3183113

GB0031831133

Prices updated as at 25 Oct 2024
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Prices in GBX

Investment objective
The objective of the Fund is to provide capital growth over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Manager aims to achieve the objective of the fund by investing in a range of investment companies. These include but are not limited to; closed end investment companies, investment trusts and real estate investment trusts. The manager can also invest in collective investment schemes including open ended investment companies.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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10 - year
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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Overall
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 30 Sep 2024

1 year3 years
-2.54-2.10
0.970.71
-0.48-0.30
41.2434.53
0.51-0.24
8.938.97
6.847.45


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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