FIDELITY TARGET 2030 - Fund overview
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Overview of
FIDELITY TARGET 2030
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 2030. Managed on a multi manager basis through Fidelity's own internal funds the fund's asset allocation will will become increasingly conservative as it reaches the year 2030.
Standard Initial Charge
3.50% 0.50%
Fund summary
| Sector |
Flexible Investment
|
| Product type |
OEIC
|
| Launched |
April, 2007
|
| Size |
£2m
|
| Yield |
0.0%
|
| Charging basis |
Capital
|
| Dividends paid |
Acc units only
|
| Bid price |
95.90p |
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
|
1.85%
|
|
Reduction in yield (10yr)
|
1.90%
|