View more on these topics

Fidelity – Fidelity Retirement Fund 2040

Fidelity

Fidelity Retirement Fund 2040

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

Recommended

Get clients ready for the fixed-rate crunch

Mortgage brokers should be preparing for some difficult conversations with their clients, with up to a million homeowners’ two-year and three-year fixed-rate deals set to end in the next 12 months.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment