VT Momentum Diversified Income Fund A Income

Category GBP Allocation 60-80% Equity
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Last buy/sell price

82.071p

arrow-up0.296p (+0.36%)

Fund Code

3146796

GB0031467961

Prices updated as at 29 Apr 2024
|
Prices in GBX
Investment objective
The fund aims to provide income over the medium to long term (3-5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to be able to generate income (i.e. dividends) as well as some fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes (which may include funds managed and/or operated by the ACD or Investment Manager), money markets and cash deposits to provide further diversification to the fund in accordance with applicable regulations.
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 charges

Product charges
2.20
0.06
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Mar 2024pdf
Key Information Document / Technical Guide 31 Dec 2023pdf
Annual Reports 30 Dec 2023pdf
Interim Short Report 30 Dec 2023pdf
Annual Short Report 31 Mar 2023pdf
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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.