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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Mark Shields, Frank Atkins |
154.2 | |
145.5 | |
Fund comparative index | IA Mixed Investment 20-60% Shares |
Mixed Investment 20-60% Shares | |
- | |
0.95 | |
0.10 | |
0.00 | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | Brooks Macdonald Asset Management Ltd |
Share class launch date | 20 Dec 2004 |
£71.63m | |
- | |
2.20 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.