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FIDELITY EQUITY GROWTH DEFENDER - Fund overview

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Overview of FIDELITY EQUITY GROWTH DEFENDER

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FIDELITY EQUITY GROWTH DEFENDER does not fall into either of these categories at present.

Standard Initial Charge

3.50% 0.50%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  September, 2010
Size  £11m
Yield 0.2%
Charging basis  –
Dividends paid  Acc units only.
Bid price 89.93p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.46%
Reduction in yield (10yr) 1.51%

Bestinvest says


No information available.

Portfolio

fidelity equity growth defender asset allocation illustration
Allocation Proportion
Equity 50%
High yield bonds
Quality bonds 50%
Property
Commodities
Hedge
Fund cash
fidelity equity growth defender equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
fidelity equity growth defender equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps
Small Caps

Investment process


The fund's aim is to achieve long term capital growth by investing in equities (primarily in the UK) and cash instruments. It aims to protect the share value at 80% of the highest level ever reached, but this is not a guaranteed outcome.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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