SVS Brooks Macdonald Blueprint Strategic Growth Class A Accumulation

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

201.30p

arrow-up0.50p (+0.25%)

Fund Code

BMSAA

BDX8Y87

GB00BDX8Y871

Prices updated as at 15 Nov 2024

Prices in GBX

Investment objective

The Sub-Fund aims to provide capital growth over the long term (at least five years). 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 shares, fixed income securities and other investments providing a defined return such as preference shares and convertible bonds. 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 strategic growth strategy meaning that the allocation to shares will remain within a 75%-100% range, while the Sub-fund may be invested in fixed income and other defined return assets in order to manage the risk to the Sub-fund of being fully exposed to equity markets.

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.

Important Information

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