Evelyn Maximum Growth Portfolio

Select share classes

Evelyn Maximum Growth Portfolio Clean GBP Acc

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

£1.2246

arrow-down£0.00 (-0.02%)

Fund Code

TIMCA

BFY1PL9

IE00BFY1PL93

Prices updated as at 02 Apr 2025
|
Prices in GBP
Investment objective
The aim of the Fund is to achieve capital growth over the longer term. 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.

Annual performance (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16-1.48-3.53
31 Mar 16 - 31 Mar 1720.2418.97
31 Mar 17 - 31 Mar 182.262.25
31 Mar 18 - 31 Mar 197.094.55
31 Mar 19 - 31 Mar 20-10.38-9.43
31 Mar 20 - 31 Mar 2129.6932.92
31 Mar 21 - 31 Mar 224.566.16
31 Mar 22 - 31 Mar 23-2.67-4.01
31 Mar 23 - 31 Mar 2413.1412.64
31 Mar 24 - 31 Mar 25-0.932.50

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day0.53-0.41
1 Month-5.11-4.55
3 Months-3.32-2.50
6 Months-1.25-0.60
1 Year-0.402.61
3 Years annualised3.383.64
5 Years annualised8.779.63
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.