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
155.372p
0.703p (+0.45%)
Fund Code
FPCOA
BYV0VN6
GB00BYV0VN67
Prices updated as at 12 Nov 2024
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 |
---|---|---|
30 Sep 13 - 30 Sep 14 | - | - |
30 Sep 14 - 30 Sep 15 | - | - |
30 Sep 15 - 30 Sep 16 | - | - |
30 Sep 16 - 30 Sep 17 | 4.63 | 6.53 |
30 Sep 17 - 30 Sep 18 | 3.79 | 2.76 |
30 Sep 18 - 30 Sep 19 | 4.81 | 3.88 |
30 Sep 19 - 30 Sep 20 | -0.06 | -0.82 |
30 Sep 20 - 30 Sep 21 | 13.47 | 12.48 |
30 Sep 21 - 30 Sep 22 | -8.42 | -11.22 |
30 Sep 22 - 30 Sep 23 | 2.35 | 4.58 |
30 Sep 23 - 30 Sep 24 | 12.51 | 12.91 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | 0.04 | 0.28 |
1 Month | 0.64 | 0.30 |
3 Months | 3.78 | 2.77 |
6 Months | 3.50 | 2.96 |
1 Year | 12.78 | 12.70 |
3 Years annualised | 1.30 | 0.84 |
5 Years annualised | 3.87 | 3.19 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.