CT Universal MAP Defensive Fund C Acc

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

£0.5338

arrow-down£-0.001 (-0.24%)

Fund Code

BMUCA

BK5Z9D5

GB00BK5Z9D52

Prices updated as at 13 Dec 2024

Prices in GBP

Investment objective

The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with a defensive 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 operated by the ACD. Typically, the Fund will maintain, in normal market conditions, an exposure to equities of between 10-50% of the value of the portfolio, which in the investment manager’s view, is consistent with the Fund’s aim to maintain a defensive 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.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	-	-
30 Sep 19 - 30 Sep 20	-	-
30 Sep 20 - 30 Sep 21	4.76	7.13
30 Sep 21 - 30 Sep 22	-14.86	-11.07
30 Sep 22 - 30 Sep 23	1.95	3.13
30 Sep 23 - 30 Sep 24	11.59	10.89

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	-0.24	-0.03
1 Month	1.50	1.21
3 Months	2.07	1.06
6 Months	5.81	3.76
1 Year	9.01	8.23
3 Years annualised	-1.34	0.11
5 Years annualised	1.55	1.80

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.

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