WS Verbatim Portfolio 7 Fund B Acc

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

257.54p

arrow-up0.29p (+0.11%)

Fund Code

VEPLA

B3PVM13

GB00B3PVM139

Prices updated as at 05 Nov 2024

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Average
Morningstar risk	Low
Morningstar rating	star-filledstar-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-filledstar-filled
Overall
Morningstar return	Average
Morningstar risk	Average
Morningstar rating	star-filledstar-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
	0.66	-2.71
	0.68	0.70
	-1.23	-0.72
	67.29	69.03
	1.98	-0.05
	5.22	7.95
	3.59	5.15

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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