MI Canaccord Risk Profile 4 Fund 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

136.844p

arrow-up0.138p (+0.10%)

Fund Code

PSMBA

BFZNGR7

GB00BFZNGR77

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Fund aims to preserve capital and deliver returns in line with the UK Consumer Price Index plus 3% (after fees), over a seven year investment period, by investing in a range of other funds. The Fund will seek investment opportunities globally and comprise a balanced blend of actively and passively managed Equity Investment funds, Fixed Interest funds including Index Linked funds, and alternative funds as classified by the Investment Manager, such as Property funds, Commodity funds and Absolute Return funds.

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.

Company name

PSigma Investment Management Limited

Fund launch date

05 Dec 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Tom Becket

Manager start date

05 Dec 2018

Fund manager biography

Tom Becket has worked as part of PSigma Investment Management’s investment team for over 4 years. During his time at PSigma, he has been responsible for developing the overall investment process, focussing on asset allocation and heading up our fund selection processes. Over the last three years, he has chaired our committee on Wealth Management Solutions and built up a network of fund management contacts at investment houses throughout the UK, Europe, America and the Far East.

Head office

126 Jermyn Street

London SW1Y 4UJ

London

United Kingdom

SW1Y 4UJ

Got a question?

Get in touch

we're here to help:

-

Mon-Fri 8am to 6pm

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

MI Canaccord Genuity Risk Profile 4