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Fidelity – Multi-Asset Defensive Fund

Fidelity – Multi-Asset Defensive Fund

Type: Oeic fund of funds

Aim: Growth by investing mainly in funds providing exposure tobonds and cash, with some exposure to equities, property and commodities

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

Investment split: 65 to 100% in cash and bonds, up to 35% in equities, commodities and property

Charges: Initial 3.5%, annual 1.15%

Commission: Initial up to 3%, renewal 0.5%

Tel: 0800 414181


MPC was unanimous in holding base rate

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There has never been more pressure on financial advisers to demonstrate the impact of the advice they provide and for complex products such as critical illness it can be particularly challenging to decide where to focus attention. However, the most successful sellers of critical illness are those that focus on the value – a combination of the price and quality – of the product.


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