VT Cautious Portfolio Overlay Fund C Acc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
159.173p
-0.139p (-0.09%)
Fund Code
FPCOA
BYV0VN6
GB00BYV0VN67
Prices updated as at 20 Feb 2025
Prices in GBX
Investment objective
The objective of the Fund is to maximise potential total return (i.e. capital and income growth). The Investment Manager will manage the portfolio in order to achieve its investment objective by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes. The Fund may also invest in individual stocks, bonds, and derivatives if considered appropriate to meet the investment objective.
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 40-60% Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | 12.82 | 10.58 |
31 Dec 16 - 31 Dec 17 | 6.14 | 7.45 |
31 Dec 17 - 31 Dec 18 | -4.48 | -5.48 |
31 Dec 18 - 31 Dec 19 | 12.11 | 12.41 |
31 Dec 19 - 31 Dec 20 | 5.66 | 4.08 |
31 Dec 20 - 31 Dec 21 | 8.06 | 8.07 |
31 Dec 21 - 31 Dec 22 | -8.77 | -10.46 |
31 Dec 22 - 31 Dec 23 | 6.82 | 7.53 |
31 Dec 23 - 31 Dec 24 | 7.19 | 6.74 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | 0.00 | -0.08 |
1 Month | 1.26 | 1.35 |
3 Months | 3.05 | 2.93 |
6 Months | 4.84 | 3.84 |
1 Year | 9.40 | 9.38 |
3 Years annualised | 3.46 | 3.12 |
5 Years annualised | 3.92 | 3.12 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.