7IM AAP Moderately Cautious Fund C Inc

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

120.78p

arrow-down-0.33p (-0.27%)

Fund Code

SMACI

B2PB205

GB00B2PB2051

Prices updated as at 13 Nov 2024

Prices in GBX

Investment objective

The Fund aims to provide a return by way of income with some capital growth. The Sub-Fund invests, directly and indirectly, to achieve exposure of at least 80% to fixed interest and equity instruments. This exposure is, for the most part, obtained through passive strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes) but may also be achieved through the use of futures contracts which require cover to be held (typically in the form of money market funds and money market instruments).

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled
5 - year
Morningstar return	Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Oct 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-1.35	-1.31
	1.13	0.90
	-0.37	-0.36
	93.23	82.39
	0.94	-0.59
	6.08	6.61
	1.72	2.80

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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