IFSL Avellemy 8 A GBP Acc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.253
£0.019 (+1.54%)
Fund Code
AYGAA
BKVFF75
GB00BKVFF751
Prices updated as at 11 Apr 2025
Prices in GBP
Investment objective
The aim of the Fund is to increase the value of an investment over a minimum of 5 years. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments, such as interest from bonds and dividends from shares. This will be achieved whilst aiming to maintain a risk rating classification of '8’. The Fund’s risk rating is confirmed by an independent external agency who operate a range from '1' which is classified as the lowest risk to '10' which is classified as the highest risk. The Fund is actively managed, which means the Investment Manager selects which investments to buy or sell, and when. The Fund will invest at least 70% in collective investment schemes, investment trusts and exchange traded products, i.e. ETFs/ETCs (collectively “Investment Funds”), with no minimum or maximum exposure to any geographic region.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Avellemy Limited
Fund launch date
16 Mar 2020
Domicile
United Kingdom
UCITS
Yes
Lead manager
Not Disclosed
Lead manager start date
16 Mar 2020
Lead fund manager biography
Head office
Ground Floor Reading Bridge House
George Street,Reading
Reading
United Kingdom
RG1 8LS
Got a question?
Get in touch
we're here to help:
-
Mon-Fri 8am to 6pm