Last buy/sell price
282.50p
-0.50p (-0.18%)
Fund Code
B3PXJV8
GB00B3PXJV84
Prices updated as at 01 May 2026
Prices in GBX
Investment objective
The Scheme’s financial objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years. There is however no certainty or promise that the Scheme will achieve this objective.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Mike Fox, Sebastien Beguelin, George Crowdy, Daphne Tsang |
| 289 | |
| 259.6 | |
| Fund comparative index | IA Mixed Investment 20-60%Shares |
| Mixed Investment 20-60% Shares | |
| - | |
| 1.02 | |
| 0.07 | |
| - | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | RLUM Limited |
| Share class launch date | 24 Jul 2009 |
| £3.28b | |
| - | |
| - | |
| - | |
| Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
