SVS Brooks Macdonald Blueprint Balanced A Acc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

303.50p

arrow-down-0.90p (-0.30%)

Fund Code

BMBAA

B054QF3

GB00B054QF32

Prices updated as at 13 Nov 2024

Prices in GBX

Investment objective

The Sub-Fund aims to provide a combination of capital growth and income over the long term (at least five years). The Sub-Fund will invest at least 70% in a range of open and closed-ended funds to obtain an exposure to a mix of fixed income securities, shares and alternatives assets. The Sub-Fund is actively managed and the allocation between the fixed income securities, shares and alternative assets in which the Sub-Fund invests will vary in response to short term market conditions. However, the Fund will maintain a balance between fixed income securities, shares and alternatives assets, with the allocation to shares remaining within a 40-85% range.

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.

Important Information

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