VT Momentum Diversified Income Fund B Income

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

107.797p

arrow-down-0.066p (-0.06%)

Fund Code

SEDBI

B7JTF56

GB00B7JTF560

Prices updated as at 31 Mar 2026

Prices in GBX

Investment objective

The fund aims to provide income over the medium to long term (3-5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to be able to generate income (i.e. dividends) 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 performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 15 - 31 Dec 16	9.96	13.23
31 Dec 16 - 31 Dec 17	11.04	10.00
31 Dec 17 - 31 Dec 18	-1.60	-6.37
31 Dec 18 - 31 Dec 19	10.97	15.67
31 Dec 19 - 31 Dec 20	2.74	5.25
31 Dec 20 - 31 Dec 21	12.82	11.14
31 Dec 21 - 31 Dec 22	-10.85	-10.08
31 Dec 22 - 31 Dec 23	7.68	8.37
31 Dec 23 - 31 Dec 24	5.31	9.00
31 Dec 24 - 31 Dec 25	13.63	11.51

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.63	-0.30
1 Month	-6.22	-6.49
3 Months	-2.40	-2.17
6 Months	0.12	1.16
1 Year	8.61	9.37
3 Years annualised	8.09	8.16
5 Years annualised	3.74	5.01

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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