Courtiers Total Return Cautious Risk Fund

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There is only one type of share class for this fund.

Courtiers Total Return Cautious Risk Acc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.922

arrow-up£0.001 (+0.05%)

Fund Code

COTCA

B1P2K41

GB00B1P2K418

Prices updated as at 17 Apr 2024
|
Prices in GBP
Investment objective
The Fund seeks to achieve a total return comprised of income and capital growth, over 5 years. The Fund aims to achieve its objective through an actively managed portfolio of different assets held within the Fund. The above time horizon is not a recommendation to sell the investment at the end of that minimum period. There is no guarantee that the Fund will achieve its objective over any particular period or at all.
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 statusOpen
Fund typeOpen Ended Investment Company
Fund managerGary Reynolds, James Timpson
1.97
1.77
Fund comparative indexIA Mixed Invest 20 - 60% Shares
Mixed Investment 20-60% Shares
-
1.65
0.03
0.00
GBP Allocation 40-60% Equity
No
Fund providerCOURTIERS Asset Management Ltd
Share class launch date05 Mar 2007
£313.69m
-
0.00
-
Semi-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

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.