VT Defensive Portfolio Overlay Fund C Acc

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

132.987p

arrow-up0.087p (+0.07%)

Fund Code

FPDOA

BYV0VM5

GB00BYV0VM50

Prices updated as at 22 Nov 2024

Prices in GBX

Investment objective

The objective of the Fund is to provide returns over a period of at least 5 years by a combination of capital growth and income generation. The Investment Manager will manage the portfolio in order to achieve its investment objective by investing at least 70% in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes.

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.

Annual charges

Product charges
	0.55
	0.02
	No
	-
	0.00
	0.00
Minimum investment	1,000.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	31 May 2024	pdf
Annual Reports	30 Apr 2024	pdf
Annual Short Report	30 Apr 2024	pdf
Interim Short Report	31 Oct 2023	pdf
Interim Reports	28 Feb 2017	pdf

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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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