To achieve a combination of income and long term capital growth from investments primarily in collective investment schemes. The Fund will invest primarily in collective investment schemes which may include those managed by Fidelity and by other fund managers. The Fund may also invest directly in equities, bonds money market instruments, deposits and derivatives.
Latest Price | 173.80p | IMA Sector | Mixed Investment 20-60% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 30/04/2007 |
Fund Size | n/a | Fund Manager | |
ISIN | GB00B1VQRP77 | Dividend | 0.00p |
Date | 21-Nov-2024 |
---|---|
NAV | 173.80p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 6.90p |
YTD % | 4.13% |
Fund Inception | 30/04/2007 |
---|---|
Fund Manager | n/a |
TER | 1.62 (31-Oct-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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