CT MM Lifestyle 4 Fund B Inc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
165.70p
0.30p (+0.18%)
Fund Code
FCLSD
B4YQGY7
GB00B4YQGY73
Prices updated as at 02 May 2025
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Prices in GBX
Investment objective
The Fund aims to deliver capital growth with some income over the long term (at least 5 years). The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD or an associate of the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 10.57 | 9.51 |
| 31 Mar 15 - 31 Mar 16 | -0.65 | -2.54 |
| 31 Mar 16 - 31 Mar 17 | 11.85 | 13.31 |
| 31 Mar 17 - 31 Mar 18 | 2.04 | 0.88 |
| 31 Mar 18 - 31 Mar 19 | 2.88 | 2.72 |
| 31 Mar 19 - 31 Mar 20 | -6.98 | -7.15 |
| 31 Mar 20 - 31 Mar 21 | 20.69 | 20.92 |
| 31 Mar 21 - 31 Mar 22 | 1.79 | 2.71 |
| 31 Mar 22 - 31 Mar 23 | -4.85 | -5.52 |
| 31 Mar 23 - 31 Mar 24 | 5.78 | 8.45 |
| 31 Mar 24 - 31 Mar 25 | 1.04 | 3.46 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | 0.18 | 0.41 |
| 1 Month | -0.24 | -0.00 |
| 3 Months | -2.91 | -2.35 |
| 6 Months | -0.29 | 0.85 |
| 1 Year | 1.99 | 5.03 |
| 3 Years annualised | 1.15 | 2.83 |
| 5 Years annualised | 3.37 | 4.72 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
