SVS Brooks Macdonald Blueprint Cautious Growth

Select share classes

SVS Brooks Macdonald Blueprint Cautious Growth Class A Income

Category GBP Allocation 40-60% Equity
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

149.10p

arrow-up0.40p (+0.27%)

Fund Code

BMCAI

B054QH5

GB00B054QH55

Prices updated as at 02 May 2025
|
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.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 159.999.51
31 Mar 15 - 31 Mar 160.27-2.54
31 Mar 16 - 31 Mar 1712.4613.31
31 Mar 17 - 31 Mar 18-0.020.88
31 Mar 18 - 31 Mar 193.932.72
31 Mar 19 - 31 Mar 20-7.94-7.15
31 Mar 20 - 31 Mar 2122.6520.92
31 Mar 21 - 31 Mar 223.512.71
31 Mar 22 - 31 Mar 23-4.03-5.52
31 Mar 23 - 31 Mar 246.708.45
31 Mar 24 - 31 Mar 253.263.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.270.41
1 Month-0.40-0.00
3 Months-2.80-2.35
6 Months0.180.85
1 Year3.205.03
3 Years annualised2.272.83
5 Years annualised4.344.72
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.