This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.60
£0.002 (+0.30%)
Fund Code
BMBCA
BKV4486
GB00BKV44860
Prices updated as at 02 May 2025
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 balanced risk profile over the same time period. The Fund seeks to address the sustainability challenges facing people and the environment by investing in issuers that provide solutions aligned with the Fund’s sustainability themes. The Fund will gain exposure to a range of global asset classes, which may include: collective investment schemes, equities, fixed income securities (government and nongovernment bonds), derivatives, money-market instruments, deposits, cash and near cash, real estate investment trusts and other transferable securities. At least 70% of the Fund’s assets are held to pursue the Sustainability Objective in issuers of shares (companies) or bonds, whose products, services or investments provide solutions to environmental or social challenges in line with the Fund’s sustainability themes.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | - | - |
31 Mar 19 - 31 Mar 20 | - | - |
31 Mar 20 - 31 Mar 21 | 24.12 | 26.61 |
31 Mar 21 - 31 Mar 22 | 1.14 | 5.02 |
31 Mar 22 - 31 Mar 23 | -6.78 | -4.73 |
31 Mar 23 - 31 Mar 24 | 8.48 | 10.39 |
31 Mar 24 - 31 Mar 25 | 1.07 | 3.05 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | 0.30 | 0.60 |
1 Month | 0.15 | -0.36 |
3 Months | -4.55 | -4.63 |
6 Months | -1.66 | 0.01 |
1 Year | 3.52 | 4.18 |
3 Years annualised | 1.69 | 3.56 |
5 Years annualised | 3.95 | 6.49 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.