7IM Sustainable Balance Fund C Inc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

130.74p

arrow-down-0.17p (-0.13%)

Fund Code

SOSBI

B1LBG00

GB00B1LBG003

Prices updated as at 28 Mar 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	13 Mar 2025	pdf
Key Information Document / Technical Guide	07 Feb 2025	pdf
Interim Report	30 Nov 2024	pdf
Annual Report	31 May 2024	pdf

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Important Information

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