Fidelity Pre Retirement Bond Class 12

Ranked 21 out of 113 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Objective

This life fund invests in an underlying fund managed by Fidelity. The objective of the underlying fund is: The Funds investment objective is to achieve both capital growth and income reflecting long term changes to annuity rates. The Fund invests primarily in Sterling denominated (or hedged back to Sterling) government and corporate bonds. The Fund may also invest in other transferable securities, units in collective investment schemes, money market instruments, cash and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.2%
2018 -1.9% -1.2% 0.0% -1.3% 0.6%
2017 5.6% 2.7% -0.1% 0.0% 2.9%
2016 13.6% 4.3% 6.3% 6.9% -4.2%
2015 0.1% 3.3% -4.7% 1.9% -0.2%
2014 17.3% 3.0% 2.7% 3.6% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. United Kingdom

Fund Info

  • Launch date23/12/2013
  • Share Class size00Mn
  • Base currencyUnits
  • ISIN GB00BH2RDB94

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.67%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).