Barclays Global Markets Defensive Fund B Acc GBP

Category GBP Allocation 20-40% Equity
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Last buy/sell price

131.40p

arrow-up0.20p (+0.15%)

Fund Code

B5566H6

GB00B5566H69

Prices updated as at 23 Jan 2025
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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 defensive or risk profile 1 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 not be more than 30% 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). It is intended that at least 70% of the Fund’s assets will be invested in Second Schemes which invest in fixed income securities (tradeable debt that may pay interest, such as bonds) and money-market instruments (“MMIs”, bonds with short term maturities).
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 chart of 1,000

Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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