Stan Life/Invesco Perp Gbl Tgt Rtn 4 Pen
Category Macro Trading GBP
Last buy/sell price
90.226p
-
Fund Code
BYYCDB1
GB00BFCNL423
Prices updated as at 08 Mar 2024
Prices in GBX
Investment objective
The Fund aims to achieve a positive total return in all market conditions over a rolling 3 year period. The Fund targets a gross return of 5% per annum above UK 3 month SONIA. The Fund aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. The Fund seeks to achieve its objective by using a range of investment strategies and techniques to invest actively in a broad selection of asset classes across all economic sectors worldwide. These asset classes will include equities, equity related securities, debt securities (including those issued by corporate bodies, governments and/or supranational institutions), warrants, collective investment schemes (including exchange traded funds and funds managed by the Invesco group), cash, money-market instruments and any other eligible instrument.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
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0.82 | |
0.00 | |
No | |
- | |
- | |
- | |
Minimum investment | - |
Documents
Document name | Date posted | Download |
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No data |
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