Barclays Global Markets Cautious Fund R Dis GBP
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
135.70p
-0.20p (-0.15%)
Fund Code
BCGOD
B51RWR5
GB00B51RWR53
Prices updated as at 12 Nov 2024
Prices in GBX
Investment objective
The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund is classified as cautious or risk profile 2 in the Barclays Global Markets fund range (which includes Funds with risk profiles from 1 to 5). This means its overall exposure to equity securities (shares of companies and other equity related investments) will be between 20% and 60% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed (funds that reflect the performance of an index) and can include exchange traded funds (funds listed and traded on a stock exchange).
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 charges
| Product charges | |
|---|---|
| 0.45 | |
| 0.05 | |
| No | |
| - | |
| 0.00 | |
| 0.00 | |
| Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.
