MI Canaccord Risk Profile 3 Fund B GBP Acc

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

£1.17807

arrow-up£0.002 (+0.13%)

Fund Code

PSBFA

BFZNVV6

GB00BFZNVV64

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to preserve capital and deliver returns in line with the UK Consumer Price Index plus 2% (after fees), over a five 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. The Fund is actively managed and aims to generate the returns through diversified investments with a maximum equity weighting of 30% and maximum fixed interest weighting of 70%. The Investment Manager has a base strategic asset allocation for this Fund of 20% to equities, the Investment Manager can deviate from this base allocation by 10% either side.

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	Tom Becket
	1.18
	1.08
Fund comparative index	CPI + 2.0%
	-
	-
	0.91
	0.10
	0.00
	GBP Allocation 20-40% Equity
	No
Fund provider	PSigma Investment Management Limited
Share class launch date	02 Dec 2019
	-
	-
	2.50
	-
	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.

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 3