Pyrford Global Total Return (Sterling) Fund Class B Stg£ Accumulating

A Select 50 Fund - Fidelity insight

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

£13.69

arrow-up£0.08 (+0.59%)

Fund Code

PYGSA

BZ0CQG8

IE00BZ0CQG87

Prices updated as at 22 Nov 2024

Prices in GBP

Investment objective

The Fund seeks to provide a stable stream of real total returns over the long term with low absolute volatility and significant downside protection. Investment Policy The Fund will seek to achieve its investment objective and will focus on capital preservation to achieve real total returns. By investing in asset classes and securities which offer sound fundamental value and avoiding asset classes and securities which offer poor fundamental value, the Fund will seek to achieve real total returns. The Fund will invest in investment grade sovereign Debt Securities and equities of companies that, at time of purchase, have a minimum stock market capitalisation of US$500 million and that are listed, traded or dealt in on a Regulated Market. Particular emphasis will be placed on Regulated Markets in North America, Europe (including the U.K.) and the Asia Pacific Region (including Japan).

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.

Our view

Why we like the fund: Unlike most of the funds on this list, this fund invests in a range of asset classes, combining investments in equities, bonds and cash. The manager has a long track record running the strategy. The approach is contrarian and you can expect the allocation to equities, usually below 50%, to increase when markets fall and shares become cheap. How to use the fund: This fund is run in a conservative way and might appeal to investors who want a professional fund manager to decide on their asset allocation, rather than doing it themselves.

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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