Unit Price/Fund Details

Fund name Fidelity Life Ethical Portfolio.
Permitted investments A medium-volatility diversified fund with assets in all investment sectors, selected in accordance with ethical (socially-responsible) guidelines
Risk Profile The Ethical Portfolio has a medium risk profile over the long term.
Objectives To aim to provide above-average performance from an ethically-screened portfolio over the medium term, while aiming to maintain capital over the medium term.
Recommended term 5 to 15-years
Unit price $3.1652
As at 25 May 2017
Performance As at 01 May 2017
Past Performance is not necessarily an indicator of future performance. Returns assume funds invested at the beginning of the period, with no subsequent contributions or withdrawls. The returns shown are net of investment management fees, fund management fees, performance fees paid to external fund managers (if applicable), expenses and tax. The returns shown do not allow for charges for administration to individual accounts (initial charges, service fees, withdrawl charges, switching fees or withdrawl fees).
Month to date 3 mth 6 mth 1 yr 3 yr 5 yr
1.93% 5.30% 5.31% 4.45% 8.66% 8.39%
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