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Fidelity – Fidelity Retirement Fund 2020

Fidelity

Fidelity Retirement Fund 2020

Type: Oeic fund of funds

Aim: Growth by investing in a portfolio of equities, bonds, property securities and commodities mainly through Fidelity funds

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 100% in equities, bonds, property securities and commodities mainly through Fidelity funds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 3.5%, annual 1.5% reducing to 1.25% five years before target date

Commission: Initial 3%, renewal 0.5%

Tel: 0800 414181

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