Zurich Fidelity Managed 1% AP-Pen

At A Glance

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22 Aug 2014

YTD Return (Cumulative)
5 Year Return (Annualized)
Mixed Asset GBP Aggressive
Manager Benchmark
ABI UK - Glo Equities-Pen
Lipper Leader Profile (Overall)

Growth of 10,000GBP since August, 2004 »

 Zurich Fidelity Managed 1% AP-Pen

The Growth of 10,000GBP chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterZurich
Portfolio ManagerFIL Life Insurance Limited
Launch Date21 Jun 1999
Geographical FocusGlobal
Redemption Current0.00%
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current5.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments40.00
Total Net Assets0.50  M GBP
Total Net Assets Date31 Jul 2014
Annual Current Charge2.17%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The aim is to achieve long term capital growth. It invests primarily in a range of worldwide funds managed by Fidelity. The fund may invest in derivatives for the purposes of the efficient management of the fund.

Overall Lipper Leaders Ratings & Fund Profile »

Total Return
Consistent Return
Capital Preservation
Low Expense

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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