SVS Brooks Macdonald Blueprint Cautious Growth Class A Accumulation

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

185.40p

arrow-down-0.30p (-0.16%)

Fund Code

BMCAA

B5T81S4

GB00B5T81S44

Prices updated as at 23 Dec 2024

Prices in GBX

Investment objective

The Sub-Fund aims to deliver capital growth over the long term (at least five years), while providing income. The Sub-Fund will invest at least 70% in a range of open and closed-ended funds to obtain an exposure to a mix of fixed income securities and shares. The Sub-Fund is actively managed and the allocation between the fixed income securities and shares in which the Sub-Fund invests will vary in response to short term market conditions. However, the investment manager operates a cautious strategy, meaning that the allocation to shares will remain within a 20%-60% range.

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.

Annual charges

Product charges
	0.95
	0.10
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	03 Sep 2024	pdf
Annual Reports	31 Aug 2024	pdf
Annual Short Report	31 Aug 2024	pdf
Fund Provider FactSheet	30 Jun 2024	pdf
Interim Short Report	31 Jan 2023	pdf

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Important Information

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