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

219.778p

arrow-up0.076p (+0.03%)

Fund Code

FPGOA

BYV0VR0

GB00BYV0VR06

Prices updated as at 13 Jan 2025

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Above Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Above Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	0.45	-0.60
	0.79	0.81
	-0.57	-0.26
	81.50	76.15
	1.39	0.23
	5.25	8.84
	2.58	4.63

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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