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
153.90p
0.10p (+0.07%)
Fund Code
BMCAI
B054QH5
GB00B054QH55
Prices updated as at 19 Feb 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | 3.57 | 1.56 |
31 Dec 15 - 31 Dec 16 | 9.78 | 10.58 |
31 Dec 16 - 31 Dec 17 | 6.79 | 7.45 |
31 Dec 17 - 31 Dec 18 | -4.48 | -5.48 |
31 Dec 18 - 31 Dec 19 | 12.59 | 12.41 |
31 Dec 19 - 31 Dec 20 | 4.89 | 4.08 |
31 Dec 20 - 31 Dec 21 | 8.01 | 8.07 |
31 Dec 21 - 31 Dec 22 | -8.64 | -10.46 |
31 Dec 22 - 31 Dec 23 | 5.31 | 7.53 |
31 Dec 23 - 31 Dec 24 | 5.97 | 6.74 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | 0.07 | -0.08 |
1 Month | 1.25 | 1.35 |
3 Months | 2.73 | 2.93 |
6 Months | 3.48 | 3.84 |
1 Year | 8.06 | 9.38 |
3 Years annualised | 2.80 | 3.12 |
5 Years annualised | 3.30 | 3.12 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.