WS Doherty Cautious Managed B GBP Acc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

168.44p

arrow-up0.36p (+0.21%)

Fund Code

TDCMA

B92M857

GB00B92M8572

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Cautious Managed Fund aims to achieve capital growth in excess of the Consumer Prices Index plus 2% per annum over 5-year Rolling Periods.The Fund invests in a range of collective investment schemes (“funds”) that are exposed to a range of asset classes on a global basis. The Investment Manager’s bias is towards actively managed funds although the Fund may also invest in passively managed funds (e.g. index tracking funds). The funds may include those managed or operated by the ACD and its associates.

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	Gavin Curran
	169.57
	155.48
Fund comparative index	UK CPI
	Mixed Investment 20-60% Shares
	-
	1.41
	0.22
	0.00
	GBP Allocation 40-60% Equity
	No
Fund provider	Doherty PIC Ltd (DPIC)
Share class launch date	24 Dec 2012
	£25.45m
	-
	0.80
	-
	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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