7IM Sustainable Balance Fund C Acc

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

196.20p

arrow-up1.03p (+0.53%)

Fund Code

SOSBA

B1LBFZ8

GB00B1LBFZ86

Prices updated as at 17 Jan 2025

Prices in GBX

Investment objective

The Fund aims to provide a balance of income and capital growth. The Sub-Fund invests at least 80% of its assets in a range of shares and corporate bonds, supranational and government bonds and other funds managed by selected fund managers. Up to 20% of the Sub-Fund will be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	1.33
	0.04
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	04 Jan 2025	pdf
Key Information Document / Technical Guide	01 Oct 2024	pdf
Annual Reports	31 May 2024	pdf
Annual Short Report	31 May 2024	pdf
Interim Short Report	31 Jul 2023	pdf
Interim Reports	28 Feb 2013	pdf

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Important Information

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