SVS Brooks Macdonald Blueprint Cautious Growth

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SVS Brooks Macdonald Blueprint Cautious Growth Class A Income

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

152.00p

arrow-up0.60p (+0.40%)

Fund Code

BMCAI

B054QH5

GB00B054QH55

Prices updated as at 21 May 2025
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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 Day0.40-0.09
1 Month4.254.42
3 Months-0.98-0.84
6 Months1.461.75
1 Year2.914.28
3 Years annualised3.824.28
5 Years annualised4.574.74
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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