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
185.10p
1.00p (+0.54%)
Fund Code
BMCAA
B5T81S4
GB00B5T81S44
Prices updated as at 07 Nov 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
| Product charges | |
|---|---|
| 0.95 | |
| 0.10 | |
| No | |
| - | |
| 0.00 | |
| 0.00 | |
| Minimum investment | 25.00 |
