CT MM Lifestyle 5

Select share classes

CT MM Lifestyle 5 Fund B Acc

Category GBP Allocation 40-60% Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

102.90p

arrow-up0.20p (+0.19%)

Fund Code

FCLSC

B7MXZP5

GB00B7MXZP57

Prices updated as at 08 Nov 2024
|
Prices in GBX
Investment objective
The Fund aims to deliver capital growth with some income over the long term (at least 5 years). The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD or an associate of the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.
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 of 1,000 as of 08 Nov 2024, 16:11

Trailing returns (%) as of 08 Nov 2024, 16:11

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
30 Sep 13 - 30 Sep 146.655.72
30 Sep 14 - 30 Sep 152.740.59
30 Sep 15 - 30 Sep 1613.2912.07
30 Sep 16 - 30 Sep 178.866.53
30 Sep 17 - 30 Sep 184.682.76
30 Sep 18 - 30 Sep 194.093.88
30 Sep 19 - 30 Sep 20-1.98-0.82
30 Sep 20 - 30 Sep 2118.0912.48
30 Sep 21 - 30 Sep 22-10.37-11.22
30 Sep 22 - 30 Sep 234.424.58
30 Sep 23 - 30 Sep 2412.2812.91

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.290.31
1 Month-0.48-0.18
3 Months2.602.97
6 Months2.603.66
1 Year12.4012.81
3 Years annualised0.890.80
5 Years annualised3.943.17
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.