VT Aggressive Portfolio Overlay Fund C Acc

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

216.623p

arrow-up0.555p (+0.26%)

Fund Code

FPGOA

BYV0VR0

GB00BYV0VR06

Prices updated as at 08 Nov 2024
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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.

Growth of 1,000 as of 09 Nov 2024, 01:11

Trailing returns (%) as of 09 Nov 2024, 01:11

Annual performance (%)

YearThis fundGBP 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 1713.4110.26
30 Sep 17 - 30 Sep 188.877.19
30 Sep 18 - 30 Sep 191.093.47
30 Sep 19 - 30 Sep 20-3.330.34
30 Sep 20 - 30 Sep 2126.2920.43
30 Sep 21 - 30 Sep 22-3.11-9.61
30 Sep 22 - 30 Sep 235.406.36
30 Sep 23 - 30 Sep 2416.0714.87

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day1.960.60
1 Month1.860.64
3 Months7.245.25
6 Months6.204.34
1 Year19.2517.32
3 Years annualised5.612.62
5 Years annualised8.176.08
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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