CT Sustainable Universal MAP Balanced 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

£0.6178

arrow-up£0.002 (+0.29%)

Fund Code

BMBCA

BKV4486

GB00BKV44860

Prices updated as at 14 Nov 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 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 operated by the ACD.

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled
Overall
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Oct 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-0.56	-5.41
	1.09	1.12
	0.15	-1.58
	85.12	88.07
	1.75	-0.42
	6.65	9.86
	2.61	3.48

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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