CT MM Lifestyle 5

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CT MM Lifestyle 5 Fund B Acc

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

101.30p

arrow-down-0.20p (-0.20%)

Fund Code

FCLSC

B7MXZP5

GB00B7MXZP57

Prices updated as at 27 Jun 2024
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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 28 Jun 2024, 01:06

Trailing returns (%) as of 28 Jun 2024, 01:06

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 147.144.15
31 Mar 14 - 31 Mar 1512.219.51
31 Mar 15 - 31 Mar 16-1.30-2.54
31 Mar 16 - 31 Mar 1714.6813.31
31 Mar 17 - 31 Mar 183.620.88
31 Mar 18 - 31 Mar 192.752.72
31 Mar 19 - 31 Mar 20-9.81-7.15
31 Mar 20 - 31 Mar 2128.0620.92
31 Mar 21 - 31 Mar 223.422.71
31 Mar 22 - 31 Mar 23-4.03-5.52
31 Mar 23 - 31 Mar 248.208.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.10-0.07
1 Month0.300.58
3 Months1.931.48
6 Months5.454.45
1 Year11.0410.14
3 Years annualised1.571.01
5 Years annualised4.162.98
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.