VT Momentum Diversified Growth Fund B Accumulation

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

242.572p

arrow-up0.284p (+0.12%)

Fund Code

SEDBA

B7FPW57

GB00B7FPW579

Prices updated as at 02 Apr 2026

Prices in GBX

Investment objective

The Fund aims to provide capital growth (generated through an increase in the value of the assets held by the Fund and/or income received from those assets) over rolling 7 year periods, while maintaining a risk profile as defined by the portfolio’s annualised ex ante volatility in the range of 10% to 14%. The Fund aims to meet its objective by investing up to 85% of its assets, directly and indirectly, in the shares of companies based in the UK and internationally.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Mark Wright, Tom Delic
	257.74
	209.19
Fund comparative index	IA Mixed Investment 40-85% Shares
	Mixed Investment 40-85% Shares
	0.05
	1.02
	0.15
	0.00
	GBP Allocation 80%+ Equity
	No
Fund provider	Momentum Global Investment Mgmt Ltd
Share class launch date	26 Mar 2012
	£93.83m
	-
	2.29
	-
	Semi-Annually

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.

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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