WS Prudential Risk Managed Active 5 A Accumulation

Category GBP Allocation 80%+ Equity

Last buy/sell price

277.76p

arrow-up0.08p (+0.03%)

Fund Code

B5107K2

GB00B5107K29

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Sub-fund aims to achieve long-term (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 17%. The Sub-fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes.

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 performance (%)

Year	This fund	GBP Allocation 80%+ Equity
30 Sep 14 - 30 Sep 15	-0.49	-0.13
30 Sep 15 - 30 Sep 16	16.65	16.67
30 Sep 16 - 30 Sep 17	9.54	10.26
30 Sep 17 - 30 Sep 18	5.30	7.19
30 Sep 18 - 30 Sep 19	1.39	3.47
30 Sep 19 - 30 Sep 20	-4.90	0.34
30 Sep 20 - 30 Sep 21	19.55	20.43
30 Sep 21 - 30 Sep 22	-9.22	-9.61
30 Sep 22 - 30 Sep 23	5.22	6.36
30 Sep 23 - 30 Sep 24	13.83	14.87
30 Sep 24 - 30 Sep 25	10.84	9.70

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	-	-0.01
1 Month	-0.85	-0.67
3 Months	4.11	4.42
6 Months	9.46	9.79
1 Year	12.19	10.00
3 Years annualised	9.45	10.48
5 Years annualised	6.16	6.88

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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