SVS Brooks Macdonald Blueprint Cautious Growth Class A Income

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

153.70p

arrow-down-0.10p (-0.07%)

Fund Code

BMCAI

B054QH5

GB00B054QH55

Prices updated as at 29 Nov 2024

Prices in GBX

Investment objective

The Sub-Fund aims to deliver capital growth over the long term (at least five years), while providing income. 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 and shares. The Sub-Fund is actively managed and the allocation between the fixed income securities and shares in which the Sub-Fund invests will vary in response to short term market conditions. However, the investment manager operates a cautious strategy, meaning that the allocation to shares will remain within a 20%-60% 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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