SVS Brooks Macdonald Blueprint Defensive Income

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There is only one type of share class for this fund.

SVS Brooks Macdonald Blueprint Defensive Income Class A Income

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

115.20p

arrow-down-0.20p (-0.17%)

Fund Code

BMDAI

B054QL9

GB00B054QL91

Prices updated as at 26 Jul 2024
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Prices in GBX
Investment objective
The Sub-Fund aims to provide income over the long term (at least five years), while maintaining capital. 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 allocation to shares will remain within a 0% - 35% range, in line with the investment manager’s strategy to invest in a defensive range of income generating assets.
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.

Growth chart of 1,000

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