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FIDELITY INST UK LONG CORP BOND - Fund overview

No Bestinvest rating
Find rated £ corporate bond funds


Overview of FIDELITY INST UK LONG CORP BOND

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FIDELITY INST UK LONG CORP BOND does not fall into either of these categories at present.

Standard Initial Charge

5.25% 

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  March, 2002
Size  £643m
Yield 4.8%
Charging basis  –
Dividends paid  –
Bid price 119.60p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.35%
Total expense ratio 0.43%
Reduction in yield (10yr) 0.43%

Bestinvest says


No information available.

Portfolio

fidelity inst uk long corp bond asset allocation illustration
Allocation Proportion
Equity
High yield bonds 20%
Quality bonds 80%
Property
Commodities
Hedge
Fund cash
fidelity inst uk long corp bond equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The Fund's investment objective is to achieve both capital growth and income. The Fund will invest primarily in non-gilt fixed interest securities, at least half of which will have a remaining maturity of at least 10 years.

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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