Courtiers Total Return Cautious Risk Fund

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

Courtiers Total Return Cautious Risk Acc

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

£2.009

arrow-up£0.002 (+0.10%)

Fund Code

COTCA

B1P2K41

GB00B1P2K418

Prices updated as at 01 May 2025
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Prices in GBP
Investment objective
The Fund seeks to achieve a total return comprised of income and capital growth, over 5 years. The Fund aims to achieve its objective through an actively managed portfolio of different assets held within the Fund. The above time horizon is not a recommendation to sell the investment at the end of that minimum period. There is no guarantee that the Fund will achieve its objective over any particular period or at all.
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 1511.129.51
31 Mar 15 - 31 Mar 16-0.86-2.54
31 Mar 16 - 31 Mar 1712.3713.31
31 Mar 17 - 31 Mar 180.530.88
31 Mar 18 - 31 Mar 193.522.72
31 Mar 19 - 31 Mar 20-5.71-7.15
31 Mar 20 - 31 Mar 2125.0220.92
31 Mar 21 - 31 Mar 225.382.71
31 Mar 22 - 31 Mar 23-2.43-5.52
31 Mar 23 - 31 Mar 243.978.45
31 Mar 24 - 31 Mar 252.193.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.100.22
1 Month-0.10-0.43
3 Months-1.76-2.78
6 Months0.350.45
1 Year3.184.65
3 Years annualised1.662.68
5 Years annualised5.704.57
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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