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

171.17p

arrow-up0.10p (+0.06%)

Fund Code

TDCMA

B92M857

GB00B92M8572

Prices updated as at 17 Apr 2026

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.

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
31 Mar 15 - 31 Mar 16	-2.71	-2.54
31 Mar 16 - 31 Mar 17	11.95	13.31
31 Mar 17 - 31 Mar 18	-1.66	0.88
31 Mar 18 - 31 Mar 19	1.01	2.72
31 Mar 19 - 31 Mar 20	-13.08	-7.15
31 Mar 20 - 31 Mar 21	22.95	20.92
31 Mar 21 - 31 Mar 22	6.96	2.71
31 Mar 22 - 31 Mar 23	-2.82	-5.52
31 Mar 23 - 31 Mar 24	5.62	8.45
31 Mar 24 - 31 Mar 25	4.87	3.46
31 Mar 25 - 31 Mar 26	4.39	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	0.06	0.15
1 Month	0.12	1.99
3 Months	-0.47	0.95
6 Months	1.91	4.99
1 Year	8.16	16.56
3 Years annualised	5.27	8.13
5 Years annualised	3.59	4.03

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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