SVS Brooks Macdonald Cautious Growth

Select share classes

SVS Brooks Macdonald Blueprint Cautious Growth Class A Accumulation

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

178.80p

arrow-down-0.50p (-0.28%)

Fund Code

BMCAA

B5T81S4

GB00B5T81S44

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
The Sub-Fund aims to deliver capital growth over the long term (at least five years), while providing income. The Sub-Fund will invest at least 70% in a range of open and closed-ended funds to obtain an exposure to a mix of fixed income securities and shares. The Sub-Fund is actively managed and the allocation between the fixed income securities and shares in which the Sub-Fund invests will vary in response to short term market conditions. However, the investment manager operates a cautious strategy, meaning that the allocation to shares will remain within a 20%-60% range.
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
0.98
0.13
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 08 Feb 2024pdf
Annual Reports 31 May 2023pdf
Annual Short Report 31 May 2023pdf
Interim Short Report 31 Jan 2023pdf
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Important Information

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