Evelyn Conservative Portfolio Clean GBP Acc

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.1901

arrow-down£-0.001 (-0.12%)

Fund Code

TICPA

BFY1MG3

IE00BFY1MG36

Prices updated as at 15 Nov 2024

Prices in GBP

Investment objective

The aim of the Fund is to deliver modest capital growth over the longer term whilst maintaining low volatility. The Fund intends to invest in a range of assets through investing in professionally managed collective investment schemes (CIS) subject to the Investment Restrictions in the Prospectus unless otherwise stated in this Supplement.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager
	1.2
	1.1
Fund comparative index	N/A
	-
	-
	1.36
	0.06
	0.00
	GBP Allocation 20-40% Equity
	No
Fund provider	Tilney Investment Management Services Limited
Share class launch date	20 Sep 2019
	£228.30m
	-
	-
	-
	-

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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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