World Selection - Conservative Portfolio Accumulation P
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.4637
£-0.003 (-0.22%)
Fund Code
HSWNP
BRWQFG5
GB00BRWQFG51
Prices updated as at 15 Nov 2024
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
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 | 14.77 | 10.35 |
30 Sep 16 - 30 Sep 17 | 3.26 | 3.28 |
30 Sep 17 - 30 Sep 18 | 2.02 | 1.20 |
30 Sep 18 - 30 Sep 19 | 7.24 | 4.44 |
30 Sep 19 - 30 Sep 20 | 1.26 | 0.13 |
30 Sep 20 - 30 Sep 21 | 8.24 | 7.13 |
30 Sep 21 - 30 Sep 22 | -8.45 | -11.07 |
30 Sep 22 - 30 Sep 23 | 1.59 | 3.13 |
30 Sep 23 - 30 Sep 24 | 12.75 | 10.89 |
Trailing returns (%)
Year | This fund | GBP Allocation 20-40% Equity |
---|---|---|
1 Day | -0.22 | -0.05 |
1 Month | -0.04 | -0.42 |
3 Months | 1.58 | 0.63 |
6 Months | 3.85 | 2.35 |
1 Year | 11.04 | 9.07 |
3 Years annualised | 0.97 | -0.31 |
5 Years annualised | 2.94 | 1.63 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.