Fidelity Funds - Fidelity Target™ 2030 Fund A-DIST-EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.9 | 7.2 | -11.6 | 6.7 | 4.0 | |
+/-Cat | 0.1 | 2.7 | -3.4 | 1.7 | 2.4 | |
+/-B’mrk | - | - | - | - | - | |
Category: Target Date 2026 - 2030 | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 19/04/2024 | EUR 48.24 | |
Day Change | -0.26% | |
Morningstar Category™ | Target Date 2026 - 2030 | |
ISIN | LU0215159145 | |
Fund Size (Mil) 31/03/2024 | EUR 404.76 | |
Share Class Size (Mil) 19/04/2024 | EUR 73.82 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 02/02/2024 | 1.53% |
Investment Objective: Fidelity Funds - Fidelity Target™ 2030 Fund A-DIST-EUR |
The fund aims to achieve capital growth over the long term for investors planning to withdraw substantial portions of their investment in the year 2030. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Eugene Philalithis 26/09/2018 | ||
Ayesha Akbar 31/05/2023 | ||
Click here to see others | ||
Inception Date 16/05/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Fidelity Target™ 2030 Fund A-DIST-EUR | 31/12/2023 |
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