CT Universal MAP Balanced Fund C Acc

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

74.27p

arrow-up0.15p (+0.20%)

Fund Code

BMMCA

BF99W06

GB00BF99W060

Prices updated as at 30 Aug 2024

Prices in GBX

Investment objective

The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with a balanced risk profile over the same time period. The Fund will gain exposure to a range of global asset classes. The Fund is actively managed and the investment manager is not constrained by any particular asset allocation in respect of geography, industry or sector. The collective investment schemes in which the Fund invests may include other schemes managed by Columbia Threadneedle Investments. Typically, the Fund will maintain, in normal market conditions, an exposure to shares of between 30% - 70% of the value of the portfolio, which in the investment manager’s view, is consistent with the Fund’s aim to maintain a balanced risk profile.

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 30 Aug 2024, 17:08

10Y

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Jun 13 - 30 Jun 14	-	-
30 Jun 14 - 30 Jun 15	-	-
30 Jun 15 - 30 Jun 16	-	-
30 Jun 16 - 30 Jun 17	-	-
30 Jun 17 - 30 Jun 18	-	-
30 Jun 18 - 30 Jun 19	6.65	3.38
30 Jun 19 - 30 Jun 20	3.54	-0.33
30 Jun 20 - 30 Jun 21	16.01	17.71
30 Jun 21 - 30 Jun 22	-6.57	-7.38
30 Jun 22 - 30 Jun 23	4.78	3.56
30 Jun 23 - 30 Jun 24	12.70	11.66

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.08	0.02
1 Month	1.22	0.85
3 Months	3.23	1.89
6 Months	6.04	5.38
1 Year	14.24	12.98
3 Years annualised	3.12	2.02
5 Years annualised	5.79	4.79

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.