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SLIM FIDELITY MM GROWTH PORTFOLIO ONE S4 PF - Fund overview

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Overview of SLIM FIDELITY MM GROWTH PORTFOLIO ONE S4 PF

An unfettered fund of funds investing primarily in equities with a bias to the UK. The total expense ratio for this product is capped at 2% per annum, making it one of the most competitive fund of fund products in the market.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	99.20p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.40%
Total expense ratio	1.40%
Reduction in yield (10yr)	1.40%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	91%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	9%

slim fidelity mm growth portfolio one s4 pf equity geographic illustration

Allocation		Proportion

	UK	47%
	Europe	18%
	Nth America	18%
	Japan	7%
	Pacific	7%
	Other Equity	3%

slim fidelity mm growth portfolio one s4 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	62%
	Mid Caps	20%
	Small Caps	18%

View all performance data for SLIM FIDELITY MM GROWTH PORTFOLIO ONE S4 PF

Investment process

The Fund’s investment objective is to achieve long term capital growth by investing in a wide range of investments covering the UK and other markets throughout the world. The Fund will invest primarily in collective investment schemes managed by other fund managers. The Fund may also invest in collective investment schemes managed by Fidelity and directly in equities, bonds and money market instruments. Derivatives and forward transactions may also be used for investment purposes.
NB: Derivatives may also be used for efficient portfolio management purposes.

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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