VT Aggressive Portfolio Overlay Fund C Acc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
216.283p
-2.972p (-1.36%)
Fund Code
FPGOA
BYV0VR0
GB00BYV0VR06
Prices updated as at 20 Dec 2024
Prices in GBX
Investment objective
The objective of the Fund is to provide returns over a period of at least 8 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Allocation 80%+ 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 | 13.41 | 10.26 |
30 Sep 17 - 30 Sep 18 | 8.87 | 7.19 |
30 Sep 18 - 30 Sep 19 | 1.09 | 3.47 |
30 Sep 19 - 30 Sep 20 | -3.33 | 0.34 |
30 Sep 20 - 30 Sep 21 | 26.29 | 20.43 |
30 Sep 21 - 30 Sep 22 | -3.11 | -9.61 |
30 Sep 22 - 30 Sep 23 | 5.40 | 6.36 |
30 Sep 23 - 30 Sep 24 | 16.07 | 14.87 |
Trailing returns (%)
Year | This fund | GBP Allocation 80%+ Equity |
---|---|---|
1 Day | -1.36 | -0.57 |
1 Month | -0.22 | -0.36 |
3 Months | 2.67 | 1.59 |
6 Months | 3.97 | 2.38 |
1 Year | 13.35 | 10.66 |
3 Years annualised | 5.65 | 3.08 |
5 Years annualised | 7.46 | 5.42 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.