FIDELITY TARGET 2020 - Fund overview
No Bestinvest rating
Find rated flexible investment funds
Overview of
FIDELITY TARGET 2020
This fund's objective is to achieve long term capital growth for investors planning to withdraw substantial portions of their investment in or after the year 2020. Managed on a multi manager basis through Fidelity's own internal funds, the fund's asset allocation will will become increasingly conservative as it approaches the year 2020.
Standard Initial Charge
3.50% 0.50%
Invest via Bestinvest
to save 3.00%
Fund summary
| Sector |
Flexible Investment
|
| Product type |
OEIC
|
| Launched |
June, 2003
|
| Size |
£20m
|
| Yield |
0.2%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
43.92p |
Fund Charges
|
Standard Initial charge
|
3.50%
|
|
Initial charge via Bestinvest
|
0.50%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.93%
|
|
Reduction in yield (10yr)
|
1.98%
|