Courtiers Total Return Growth Acc

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.786

arrow-down£-0.014 (-0.50%)

Fund Code

COTGA

B1P2K85

GB00B1P2K855

Prices updated as at 19 Dec 2024

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.

Company name

COURTIERS Asset Management Ltd

Fund launch date

05 Mar 2007

Domicile

United Kingdom

UCITS

Yes

Fund manager

Gary Reynolds

Manager start date

05 Mar 2007

Fund manager biography

Gary is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investments and an Associate of the Chartered Insurance Institute. Married with two sons, aside from asset management, Gary is passionately committed to the development of sport in Reading and Berkshire and is CEO at Rams RFC, a National 1 rugby club that runs five senior men’s sides, a ladies team and a huge junior section. Outside of his family, business and rugby interests, Gary likes walking his dogs, which he acquired from Battersea Dogs Home & the RSPCA. “Giving a home to rescue dogs has been one of the best experiences of my life – I have solved more problems walking them in the woods and fields than I could ever do sitting at a desk, and irrespective of how Rams have performed on the pitch, or whether markets have done well, or we have lost or made money for our investors, the dogs are still pleased to see me.”.

Fund manager

James Timpson

Manager start date

01 Aug 2021

Fund manager biography

Head office

18 Hart Street, Henley-On-Thames, Oxfordshire, RG9 2AU

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Henley-On-Thames

United Kingdom

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Courtiers Total Return Growth Fund