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
184.80p
0.50p (+0.27%)
Fund Code
BMCAA
B5T81S4
GB00B5T81S44
Prices updated as at 02 May 2025
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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 performance (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 9.91 | 9.51 |
31 Mar 15 - 31 Mar 16 | 0.23 | -2.54 |
31 Mar 16 - 31 Mar 17 | 12.49 | 13.31 |
31 Mar 17 - 31 Mar 18 | -0.00 | 0.88 |
31 Mar 18 - 31 Mar 19 | 3.93 | 2.72 |
31 Mar 19 - 31 Mar 20 | -7.90 | -7.15 |
31 Mar 20 - 31 Mar 21 | 22.62 | 20.92 |
31 Mar 21 - 31 Mar 22 | 3.47 | 2.71 |
31 Mar 22 - 31 Mar 23 | -4.03 | -5.52 |
31 Mar 23 - 31 Mar 24 | 6.75 | 8.45 |
31 Mar 24 - 31 Mar 25 | 3.22 | 3.46 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | 0.27 | 0.41 |
1 Month | -0.38 | -0.00 |
3 Months | -2.79 | -2.35 |
6 Months | 0.27 | 0.85 |
1 Year | 3.24 | 5.03 |
3 Years annualised | 2.28 | 2.83 |
5 Years annualised | 4.34 | 4.72 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.