IFSL Ascot Lloyd 8 Fund Class A GBP Accumulation

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£1.808

arrow-up£0.014 (+0.78%)

Fund Code

AYGAA

BKVFF75

GB00BKVFF751

Prices updated as at 22 Sep 2026

Prices in GBP

Investment objective

The aim of the Fund is to increase the value of an investment over a minimum of 5 years. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments, such as interest from bonds and dividends from shares. This will be achieved whilst aiming to maintain a risk rating classification of '8’. The Fund’s risk rating is confirmed by an independent external agency who operate a range from '1' which is classified as the lowest risk to '10' which is classified as the highest risk. The Fund is actively managed, which means the Investment Manager selects which investments to buy or sell, and when. The Fund will invest at least 70% in collective investment schemes, investment trusts and exchange traded products, i.e. ETFs/ETCs (collectively “Investment Funds”), with no minimum or maximum exposure to any geographic region.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , 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

Ascot Lloyd Investment Management Limited

Fund launch date

16 Mar 2020

Domicile

United Kingdom

UCITS

Yes

Lead manager

Not Disclosed

Lead manager start date

16 Mar 2020

Lead fund manager biography

Head office

45 Church Street

Birmingham, B3 2RT

Birmingham

United Kingdom

B3 2RT

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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.

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