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
Fund status | Open |
Fund type | Insured |
Fund manager | |
100.62 | |
90.22 | |
Fund comparative index | 3 Months SONIA +5% GBP |
Targeted Absolute Return | |
- | |
0.82 | |
0.00 | |
- | |
Macro Trading GBP | |
No | |
Fund provider | Standard Life Assurance Ltd |
Share class launch date | 23 Feb 2016 |
£64.09m | |
- | |
- | |
- | |
- |
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.