World Selection - Conservative Portfolio Accumulation C
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.4421
£-0.01 (-0.65%)
Fund Code
HSCCA
BQ15ZM2
GB00BQ15ZM28
Prices updated as at 27 Jan 2025
Prices in GBP
Investment objective
The Fund aims to provide growth in line with its risk profile in the long term, which is a period of five years or more. To achieve its objective the Fund will invest a minimum of 70% in collective investment schemes that in turn invest in bonds, shares of companies (equities), derivatives and alternative asset classes such as property, hedge funds, private equity and commodities. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may invest directly in shares of companies in limited circumstances. The Fund will be invested across global markets and typically the Fund will have a bias towards asset classes that focus on bonds.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Kate Morrissey |
1.46 | |
1.33 | |
Fund comparative index | Morningstar Alloc 20-40% equ cat TR GBP |
Unclassified Sector | |
- | |
0.67 | |
0.00 | |
0.00 | |
GBP Allocation 20-40% Equity | |
No | |
Fund provider | HSBC Asset Management (Fund Services UK) Limited |
Share class launch date | 03 Dec 2014 |
£1.32b | |
- | |
1.76 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.