IFSL Marlborough Cautious A Inc
Category GBP Allocation 40-60% Equity
Last buy/sell price
-
0.00p (+0.00%)
Fund Code
0854218
GB0008542184
Prices updated as at 02 May 2024
Prices in GBX
Investment objective
The aim of the Fund is to increase the value of investors investment over any 5 year period, through a combination of income, that is, money paid out of an investment, such as interest from bonds or dividends from shares and some capital growth, that is, profit on investments. The Fund aims to outperform the average of the IA Mixed Investment 20-60% Shares sector, after charges, over any 5 year period. However, there is no certainty this will be achieved. At least 80% of the Fund will be invested in other funds, including exchange traded funds (which typically track an index) and investment trusts. This may include other funds operated by the Manager or its associates. Through these investments, the Fund will be exposed to a range of asset classes, creating a low to medium risk portfolio.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
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1.91 | |
0.11 | |
No | |
- | |
- | |
- | |
Minimum investment | - |
Documents
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No data |
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