Fidelity Funds - Fidelity Target 2020 Fund(USD)Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.2 | 0.3 | 13.6 | -1.4 | 2.1 | |
+/-Cat | -10.1 | 1.5 | 19.0 | -6.0 | 2.5 | |
+/-B’mrk | - | - | - | - | - | |
Category: Target Date 2016 - 2020 | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 25/04/2024 | USD 24.99 | |
Day Change | -0.42% | |
Morningstar Category™ | Target Date 2016 - 2020 | |
ISIN | LU0147748072 | |
Fund Size (Mil) 31/03/2024 | USD 11.48 | |
Share Class Size (Mil) 25/04/2024 | USD 11.48 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 02/02/2024 | 0.84% |
Investment Objective: Fidelity Funds - Fidelity Target 2020 Fund(USD) |
The fund aims to achieve capital growth over the long term for investors planning to withdraw substantial portions of their investment in the year 2020. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Pek Ng 10/05/2002 | ||
Inception Date 10/05/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Secured Overnight Financing Rate(SOFR) | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Fidelity Target 2020 Fund(USD) | 31/12/2023 |
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