Evelyn Defensive Portfolio Clean GBP Dist

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

£1.1953

arrow-down£0.00 (-0.01%)

Fund Code

TIDCI

BYX8KM0

IE00BYX8KM02

Prices updated as at 18 May 2026

Prices in GBP

Investment objective

The aim of the Fund is to achieve long term return on income and capital growth. The Fund intends to invest in a range of assets through investing in professionally managed collective investment schemes (CIS) subject to the Investment Restrictions in the Prospectus unless otherwise stated this Supplement.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
31 Mar 15 - 31 Mar 16	-	-
31 Mar 16 - 31 Mar 17	-	-
31 Mar 17 - 31 Mar 18	0.67	0.24
31 Mar 18 - 31 Mar 19	1.89	2.12
31 Mar 19 - 31 Mar 20	-3.30	-4.22
31 Mar 20 - 31 Mar 21	9.02	13.35
31 Mar 21 - 31 Mar 22	3.57	0.81
31 Mar 22 - 31 Mar 23	-0.73	-5.41
31 Mar 23 - 31 Mar 24	7.40	6.31
31 Mar 24 - 31 Mar 25	4.39	3.34
31 Mar 25 - 31 Mar 26	3.91	6.64

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	-0.01	-0.31
1 Month	0.05	0.17
3 Months	-0.36	-0.05
6 Months	1.77	3.12
1 Year	5.53	8.79
3 Years annualised	5.74	6.48
5 Years annualised	3.81	2.64

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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