WS Verbatim Portfolio 7 Fund

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

WS Verbatim Portfolio 7 Fund B Acc

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

253.39p

arrow-up0.07p (+0.03%)

Fund Code

VEPLA

B3PVM13

GB00B3PVM139

Prices updated as at 17 Sep 2024
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Prices in GBX
Investment objective
The fund aims to use a broadly growth investment strategy with the aim of achieving capital growth over the medium to longer term.
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 of 1,000 as of 17 Sep 2024, 20:09

Trailing returns (%) as of 17 Sep 2024, 20:09

Annual performance (%)

YearThis fundGBP Allocation 80%+ Equity
30 Jun 13 - 30 Jun 148.098.72
30 Jun 14 - 30 Jun 155.306.74
30 Jun 15 - 30 Jun 161.521.78
30 Jun 16 - 30 Jun 1722.1917.76
30 Jun 17 - 30 Jun 184.976.20
30 Jun 18 - 30 Jun 193.463.76
30 Jun 19 - 30 Jun 20-4.15-0.47
30 Jun 20 - 30 Jun 2122.6721.81
30 Jun 21 - 30 Jun 22-5.54-7.51
30 Jun 22 - 30 Jun 232.525.51
30 Jun 23 - 30 Jun 2411.5813.64

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day0.250.17
1 Month0.610.05
3 Months0.801.06
6 Months2.723.79
1 Year10.1511.51
3 Years annualised2.152.63
5 Years annualised4.635.57
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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