WS Prudential Risk Managed Passive Fund 1 A Accumulation

Category GBP Allocation 20-40% Equity
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Last buy/sell price

184.57p

arrow-up0.37p (+0.20%)

Fund Code

B1P9ZN6

GB00B1P9ZN61

Prices updated as at 29 Apr 2024
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Prices in GBX
Investment objective
The Sub-fund aims to achieve longterm (in excess of 5 years) total return (the combination of income and growth of capital) by investing in a mix of assets from around the world and aims to limit the average volatility per annum over rolling 5 year periods to 9%.
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
0.54
0.03
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 29 Apr 2024pdf
Key Information Document / Technical Guide 19 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Interim Short Report 30 Jun 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.