VT Momentum Diversified Income Fund B Income

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

103.704p

arrow-up0.016p (+0.02%)

Fund Code

SEDBI

B7JTF56

GB00B7JTF560

Prices updated as at 25 Nov 2024

Prices in GBX

Investment objective

The fund aims to provide income over the medium to long term (3-5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to be able to generate income (i.e. dividends) as well as some fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes (which may include funds managed and/or operated by the ACD or Investment Manager), money markets and cash deposits to provide further diversification to the fund in accordance with applicable regulations.

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
	1.04
	0.07
	No
	0.05
	0.00
	0.00
Minimum investment	25.00

Documents

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

Please note that service charges will also apply. Read more about our fees.

Important Information

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