VT Momentum Diversified Growth Fund

Select share classes
There is only one type of share class for this fund.

VT Momentum Diversified Growth Fund B Accumulation

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

217.722p

arrow-up1.012p (+0.47%)

Fund Code

SEDBA

B7FPW57

GB00B7FPW579

Prices updated as at 03 May 2024
|
Prices in GBX
Investment objective
The fund aims to achieve capital growth over the long term (5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to grow in value 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
1.41
0.06
No
0.05
0.00
0.00
Minimum investment25.00

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
Interim Reports 31 Mar 2012pdf
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.