Volare Cautious Fund A GBP Acc

The Fund aims to achieve capital growth while operating within a volatility range of between 4% and 7% over rolling 5 year periods. The primary objective is to control volatility, which could potentially impact performance.

The Fund achieves its objective through investment in a variety of asset classes across multiple geographic areas and markets. This includes investments in shares in companies, Real Estate Investment Trusts (REITs), Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs), cash, near cash, bonds, and money market instruments. The Fund aims to have at least 80% of its exposure to these asset classes indirectly through collective investment schemes.

There is no guarantee that the Fund will achieve its objective of managing volatility. Additionally, the Fund may use derivatives for efficient portfolio management purposes, but it is not intended to change the risk profile of the Fund. Investors who plan to withdraw their money within 5 years may find this Fund not appropriate for their investment goals.

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BYQ4HK23-volare-cautious-fund-a-accumulation/key-statistics