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

113.10p

arrow-up0.80p (+0.71%)

Fund Code

BMDAI

B054QL9

GB00B054QL91

Prices updated as at 11 Apr 2025
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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

Created with Highcharts 7.2.2202020212022202320242025950100010501100115012001250
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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