ACUMEN Portfolio 8 X Accumulation
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
124.00p
0.53p (+0.43%)
Fund Code
AESXA
BZ3T3L0
GB00BZ3T3L00
Prices updated as at 26 Apr 2024
Prices in GBX
Investment objective
The aim of the Fund is to increase in value, over a minimum of 5 years, by investing in a range of asset classes and global markets. 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 dividends from shares and interest from bonds. At least 80% of the Fund will be invested in exchange traded funds (ETFs), which typically track an index. Through these ETFs the Fund will gain exposure to a range of asset classes across different industries and geographical regions including: Between 60% and 100% in shares of companies; Up to 40% in bonds and cash; Up to 30% in alternatives, such as property, commodities (for example gold and oil) and regulated funds employing a hedge fund type strategy.
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 | Open Ended Investment Company |
Fund manager | John Leiper |
128.55 | |
114.47 | |
Fund comparative index | IA Flexible |
Flexible Investment | |
- | |
1.12 | |
0.47 | |
0.00 | |
GBP Allocation 80%+ Equity | |
No | |
Fund provider | Titan Asset Management Limited |
Share class launch date | 01 Jun 2017 |
£2.56m | |
- | |
- | |
- | |
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.